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Spdr Gold Minishares Trust (GLDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares21,444,153 from 20,057,308
Change+1,386,845 (+7%)
Value$1.8B (+$169.3M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares3,841,237 from 3,371,974
Change+469,263 (+14%)
Value$315.7M (+$47.9M)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,309,150 from 3,334,702
Change-25,552 (-1%)
Value$271.9M (+$7.1M)
Filed 2026-10-27
WealthNavi Inc.
INCREASED
Shares3,202,560 from 1,614,358
Change+1,588,202 (+98%)
Value$263.2K (-$127.9M)
Filed 2026-10-27
Rakuten Investment Management, Inc.
NEW
Shares2,753,716
Change+2,753,716
Value$227.6M
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,647,882 from 2,108,788
Change-460,906 (-22%)
Value$135.4M (-$32.1M)
Filed 2026-10-20
Regents of the University of California
UNCHANGED
Shares1,438,678 from 1,438,678
Change0 (0%)
Value$118.2M (+$4.0M)
Filed 2026-10-26
Asset Management One Co., Ltd.
DECREASED
Shares1,421,848 from 1,444,626
Change-22,778 (-2%)
Value$116.8M (+$2.1M)
Filed 2026-10-27
3Edge Asset Management, LP
INCREASED
Shares1,406,207 from 668,550
Change+737,657 (+110%)
Value$115.6M (+$62.5M)
Filed 2026-10-30
Gradient Investments LLC
DECREASED
Shares1,313,275 from 1,517,719
Change-204,444 (-13%)
Value$107.9M (-$12.6M)
Filed 2026-10-08
Hollow Brook Wealth Management LLC
INCREASED
Shares1,293,305 from 1,250,259
Change+43,046 (+3%)
Value$106.3M (+$7.0M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares1,188,672 from 722,956
Change+465,716 (+64%)
Value$97.7M (+$40.3M)
Filed 2026-10-08
School Employees Retirement Board of Ohio
INCREASED
Shares1,188,399 from 113,357
Change+1,075,042 (+948%)
Value$97.7M (+$88.7M)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares1,141,856 from 1,124,252
Change+17,604 (+2%)
Value$93.8M (+$4.5M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares1,031,200 from 40,205
Change+990,995 (+2465%)
Value$84.7M (+$81.6M)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares832,066 from 634,699
Change+197,367 (+31%)
Value$68.7M (+$17.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares832,066 from 634,699
Change+197,367 (+31%)
Value$68.7M (+$17.4M)
Filed 2026-10-20
Argos Wealth Advisors, LLC
DECREASED
Shares763,757 from 777,903
Change-14,146 (-2%)
Value$62.8M (+$984.5K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
INCREASED
Shares638,349 from 451,102
Change+187,247 (+42%)
Value$52.5M (+$16.6M)
Filed 2026-11-03
Parcion Private Wealth LLC
INCREASED
Shares630,588 from 628,609
Change+1,979 (+0%)
Value$51.8M (+$1.9M)
Filed 2026-10-28
Verde Servicos Internacionais S.A.
UNCHANGED
Shares595,207 from 595,207
Change0 (0%)
Value$48.9K (-$47.2M)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares548,620 from 516,616
Change+32,004 (+6%)
Value$45.1M (+$4.1M)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares545,479 from 519,886
Change+25,593 (+5%)
Value$44.8M (+$3.5M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares485,439 from 451,418
Change+34,021 (+8%)
Value$39.9M (+$4.0M)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
INCREASED
Shares479,912 from 421,382
Change+58,530 (+14%)
Value$39.4M (+$6.0M)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares459,007 from 468,405
Change-9,398 (-2%)
Value$37.7M (+$520.5K)
Filed 2026-10-06
Creative Planning
DECREASED
Shares403,409 from 456,002
Change-52,593 (-12%)
Value$33.2M (-$3.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares363,894 from 304,165
Change+59,729 (+20%)
Value$29.9K (-$24.1M)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares329,014 from 522,617
Change-193,603 (-37%)
Value$27.0M (-$14.5M)
Filed 2026-10-01
Assetmark, Inc
INCREASED
Shares311,822 from 293,305
Change+18,517 (+6%)
Value$25.6M (+$2.3M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares296,526 from 269,700
Change+26,826 (+10%)
Value$24.4M (+$2.9M)
Filed 2026-11-03
LTS Liquid Investments LLC
INCREASED
Shares283,425 from 227,562
Change+55,863 (+25%)
Value$23.3M (+$5.2M)
Filed 2026-10-23
Investment Management Associates Inc
INCREASED
Shares276,166 from 245,796
Change+30,370 (+12%)
Value$22.7M (+$3.2M)
Filed 2026-10-29
Accretive Wealth Partners, LLC
INCREASED
Shares258,338 from 140,951
Change+117,387 (+83%)
Value$21.2M (+$10.0M)
Filed 2026-11-06
NavPoint Financial, Inc.
INCREASED
Shares256,829 from 256,791
Change+38 (+0%)
Value$21.1M (+$711.8K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED
Shares243,206 from 238,457
Change+4,749 (+2%)
Value$20.0M (+$1.0M)
Filed 2026-10-23
Encompass More Asset Management
INCREASED
Shares241,258 from 69,393
Change+171,865 (+248%)
Value$19.8M (+$14.3M)
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
DECREASED
Shares233,400 from 272,700
Change-39,300 (-14%)
Value$19.3M (-$2.4M)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares221,663 from 214,694
Change+6,969 (+3%)
Value$18.2M (+$1.2M)
Filed 2026-10-08
Austin Wealth Management, LLC
INCREASED
Shares221,195 from 218,666
Change+2,529 (+1%)
Value$18.1M (+$703.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares220,730 from 258,878
Change-38,148 (-15%)
Value$18.1M (-$2.4M)
Filed 2026-11-02
Gould Asset Management LLC
DECREASED
Shares208,655 from 217,970
Change-9,315 (-4%)
Value$17.1M (-$163.9K)
Filed 2026-11-06
Summitas Investment Management LLC
DECREASED
Shares208,045 from 209,626
Change-1,581 (-1%)
Value$17.1M (+$448.6K)
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares207,350 from 214,950
Change-7,600 (-4%)
Value$17.0M (-$31.3K)
Filed 2026-11-06
Warren Street Wealth Advisors, LLC
INCREASED
Shares198,545 from 162,858
Change+35,687 (+22%)
Value$16.3M (+$3.4M)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
INCREASED
Shares197,578 from 166,580
Change+30,998 (+19%)
Value$16.2M (+$3.0M)
Filed 2026-10-28
Sage Private Wealth Group, LLC
INCREASED
Shares188,171 from 179,875
Change+8,296 (+5%)
Value$15.5M (+$1.2M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares185,926 from 227,684
Change-41,758 (-18%)
Value$15.3M (-$2.8M)
Filed 2026-11-05
Avid Wealth Partners LLC
INCREASED
Shares185,571 from 164,747
Change+20,824 (+13%)
Value$15.3M (+$2.2M)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares180,426 from 178,090
Change+2,336 (+1%)
Value$14.8M (+$683.5K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares179,126 from 164,826
Change+14,300 (+9%)
Value$14.7M (+$1.6M)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares174,048 from 159,140
Change+14,908 (+9%)
Value$14.3M (+$1.7M)
Filed 2026-10-28
Quantum Financial Advisors, LLC
UNCHANGED
Shares166,254 from 166,254
Change0 (0%)
Value$13.7M (+$458.9K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
NEW
Shares165,184
Change+165,184
Value$13.6M
Filed 2026-11-05
Nottingham Advisors, Inc.
INCREASED
Shares162,187 from 156,625
Change+5,562 (+4%)
Value$13.4M (+$123.0K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares156,933 from 147,721
Change+9,212 (+6%)
Value$12.8M (+$816.3K)
Filed 2026-10-13
Peak Financial Advisors LLC
DECREASED
Shares156,028 from 173,948
Change-17,920 (-10%)
Value$12.8M (-$992.5K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares155,954 from 136,361
Change+19,593 (+14%)
Value$12.8M (+$2.0M)
Filed 2026-10-19
R. W. Roge & Company, Inc.
INCREASED
Shares152,078 from 147,721
Change+4,357 (+3%)
Value$12.5K (-$11.7M)
Filed 2026-11-04
New Perspectives, Inc
DECREASED
Shares143,234 from 144,811
Change-1,577 (-1%)
Value$11.8M (+$270.1K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares139,002 from 137,537
Change+1,465 (+1%)
Value$11.4M (+$499.9K)
Filed 2026-11-02
Element Pointe Advisors, LLC
INCREASED
Shares138,326 from 95,869
Change+42,457 (+44%)
Value$11.4M (+$3.8M)
Filed 2026-10-21
McAlvany Wealth Management LLC
INCREASED
Shares138,170 from 137,885
Change+285 (+0%)
Value$11.4M (+$404.0K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares127,256 from 123,404
Change+3,852 (+3%)
Value$10.5M (+$657.2K)
Filed 2026-11-05
AAF Wealth Management, LLC
INCREASED
Shares127,235 from 117,528
Change+9,707 (+8%)
Value$10.5M (+$1.1M)
Filed 2026-10-28
Allen Capital Group, LLC
INCREASED
Shares126,439 from 121,388
Change+5,051 (+4%)
Value$10.4M (+$750.1K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
INCREASED
Shares120,128 from 119,715
Change+413 (+0%)
Value$9.9M (+$364.3K)
Filed 2026-10-20
Kraft, Davis & Associates, LLC
INCREASED
Shares118,924 from 114,636
Change+4,288 (+4%)
Value$9.7M (+$523.8K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares116,334 from 113,781
Change+2,553 (+2%)
Value$9.6M (+$523.8K)
Filed 2026-10-30
RM Financial Services, LLC
INCREASED
Shares116,122 from 115,788
Change+334 (+0%)
Value$9.5M (+$347.0K)
Filed 2026-11-03
Seven Post Investment Office LP
INCREASED
Shares115,323 from 79,348
Change+35,975 (+45%)
Value$9.5M (+$3.2M)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
DECREASED
Shares114,893 from 119,119
Change-4,226 (-4%)
Value$9.4M (-$78.1K)
Filed 2026-10-09
Secure Asset Management, LLC
INCREASED
Shares112,057 from 102,922
Change+9,135 (+9%)
Value$9.2M (+$1.0M)
Filed 2026-10-19
Financial Enhancement Group LLC
INCREASED
Shares108,686 from 49,899
Change+58,787 (+118%)
Value$8.8M (+$4.9M)
Filed 2026-10-08
Cabot Wealth Management Inc
INCREASED
Shares107,714 from 96,935
Change+10,779 (+11%)
Value$8.9M (+$1.2M)
Filed 2026-11-05
Cardinal Strategic Wealth Guidance
INCREASED
Shares106,029 from 89,116
Change+16,913 (+19%)
Value$8.7M (+$1.6M)
Filed 2026-11-02
Hudson Capital Management LLC
DECREASED
Shares104,893 from 106,828
Change-1,935 (-2%)
Value$8.6M (+$135.8K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares103,614 from 94,750
Change+8,864 (+9%)
Value$8.5M (+$989.9K)
Filed 2026-10-02
John Boyer, Inc.
NEW
Shares102,290
Change+102,290
Value$8.4M
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares99,862 from 93,457
Change+6,405 (+7%)
Value$8.2M (+$784.3K)
Filed 2026-10-20
Daiwa Securities Group Inc.
DECREASED
Shares99,757 from 104,177
Change-4,420 (-4%)
Value$8.2M (-$75.7K)
Filed 2026-10-29
Chatham Capital Group, Inc.
INCREASED
Shares99,742 from 98,062
Change+1,680 (+2%)
Value$8.2M (+$408.7K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares98,926 from 91,948
Change+6,978 (+8%)
Value$8.1M (+$827.2K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED
Shares98,042 from 94,227
Change+3,815 (+4%)
Value$8.1M (+$573.6K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares97,906 from 96,631
Change+1,275 (+1%)
Value$8.0K (-$7.7M)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares95,141 from 91,749
Change+3,392 (+4%)
Value$7.8M (+$532.0K)
Filed 2026-10-13
Bright Financial Advisors, Inc.
INCREASED
Shares94,187 from 91,401
Change+2,786 (+3%)
Value$7.7M (+$481.2K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares93,764 from 89,093
Change+4,671 (+5%)
Value$7.7M (+$629.7K)
Filed 2026-10-19
Entrewealth, LLC
INCREASED
Shares93,268 from 92,074
Change+1,194 (+1%)
Value$7.7M (-$72.2K)
Filed 2026-10-14
Glenview Trust Co
DECREASED
Shares87,033 from 88,233
Change-1,200 (-1%)
Value$7.2M (+$144.9K)
Filed 2026-10-28
BCM Advisors, LLC
INCREASED
Shares85,372 from 33,154
Change+52,218 (+158%)
Value$6.6M (+$3.9M)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares84,740 from 78,531
Change+6,209 (+8%)
Value$7.0M (+$727.0K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares84,663 from 75,445
Change+9,218 (+12%)
Value$7.0M (+$965.8K)
Filed 2026-11-06
Compass Wealth Management, LLC
INCREASED
Shares84,168 from 77,151
Change+7,017 (+9%)
Value$6.9M (+$789.6K)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares83,716 from 75,313
Change+8,403 (+11%)
Value$6.9M (+$898.4K)
Filed 2026-11-05
DeDora Capital, Inc.
INCREASED
Shares82,079 from 77,348
Change+4,731 (+6%)
Value$6.7M (+$602.3K)
Filed 2026-10-26
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares81,810 from 24,776
Change+57,034 (+230%)
Value$6.7M (+$4.8M)
Filed 2026-10-22
Team Financial Group, LLC
INCREASED
Shares81,252 from 78,500
Change+2,752 (+4%)
Value$6.7M (+$442.8K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares80,936 from 87,109
Change-6,173 (-7%)
Value$6.7M (-$266.9K)
Filed 2026-10-26
Lynx Investment Advisory
INCREASED
Shares79,314 from 71,293
Change+8,021 (+11%)
Value$6.5M (+$855.9K)
Filed 2026-10-27
Financial Guidance Group, Inc.
INCREASED
Shares78,762 from 78,428
Change+334 (+0%)
Value$6.5M (+$243.9K)
Filed 2026-10-21
Financial Planning Navigators Corp
INCREASED
Shares78,649 from 75,868
Change+2,781 (+4%)
Value$6.5M (+$438.0K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares78,125 from 85,518
Change-7,393 (-9%)
Value$6.4M (-$371.5K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares78,085 from 74,058
Change+4,027 (+5%)
Value$6.4M (+$535.3K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares77,807 from 35,378
Change+42,429 (+120%)
Value$6.4M (+$3.6M)
Filed 2026-10-20
Penobscot Wealth Management
INCREASED
Shares77,391 from 75,295
Change+2,096 (+3%)
Value$6.4M (+$380.0K)
Filed 2026-10-21
Aureum Wealth Management, LLC
DECREASED
Shares75,193 from 75,875
Change-682 (-1%)
Value$6.2M (+$153.4K)
Filed 2026-10-15
Sentinel Trust Co LBA
INCREASED
Shares74,984 from 39,693
Change+35,291 (+89%)
Value$6.2K (+$3.0K)
Filed 2026-11-03
Stapp Wealth Management, Pllc
INCREASED
Shares74,415 from 73,084
Change+1,331 (+2%)
Value$6.1M (+$311.1K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares74,392 from 68,171
Change+6,221 (+9%)
Value$6.1M (+$705.1K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares72,713 from 68,674
Change+4,039 (+6%)
Value$6.0M (+$521.5K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares70,598 from 67,152
Change+3,446 (+5%)
Value$5.8M (+$468.5K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares70,468 from 96,161
Change-25,693 (-27%)
Value$5.8M (-$1.8M)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares69,239 from 66,585
Change+2,654 (+4%)
Value$5.7M (+$401.9K)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares66,568 from 56,867
Change+9,701 (+17%)
Value$5.5M (+$954.2K)
Filed 2026-10-29
Cedar Point Capital Partners, LLC
INCREASED
Shares66,212 from 65,255
Change+957 (+1%)
Value$5.4M (+$258.8K)
Filed 2026-10-29
Royal Harbor Partners, LLC
INCREASED
Shares65,520 from 64,341
Change+1,179 (+2%)
Value$5.4M (+$274.5K)
Filed 2026-10-29
Level Four Advisory Services, LLC
INCREASED
Shares65,373 from 62,028
Change+3,345 (+5%)
Value$5.4M (+$446.1K)
Filed 2026-11-06
Richard P Slaughter Associates Inc
INCREASED
Shares63,731 from 62,554
Change+1,177 (+2%)
Value$5.2M (+$269.3K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED
Shares62,979 from 63,878
Change-899 (-1%)
Value$5.2M (+$102.4K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
INCREASED
Shares62,755 from 58,843
Change+3,912 (+7%)
Value$5.2M (+$483.9K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares60,707 from 56,160
Change+4,547 (+8%)
Value$5.0M (+$528.7K)
Filed 2026-10-26
Total Investment Management Inc
INCREASED
Shares59,124 from 6,556
Change+52,568 (+802%)
Value$4.9M (+$4.3M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares58,864 from 56,929
Change+1,935 (+3%)
Value$4.8M (+$316.1K)
Filed 2026-10-20
Kraematon Investment Advisors, Inc
DECREASED
Shares58,780 from 58,786
Change-6 (0%)
Value$4.8M (+$161.8K)
Filed 2026-11-02
Henderson Brothers Financial Partners, LLC
INCREASED
Shares58,201 from 51,599
Change+6,602 (+13%)
Value$4.8M (+$685.0K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares57,994 from 51,460
Change+6,534 (+13%)
Value$4.8M (+$679.0K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares57,640 from 57,375
Change+265 (+0%)
Value$4.7M (+$180.1K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares57,082 from 39,047
Change+18,035 (+46%)
Value$4.7M (+$1.6M)
Filed 2026-10-21
Roan Capital Partners
DECREASED
Shares56,837 from 61,544
Change-4,707 (-8%)
Value$4.7M (-$216.9K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares56,738 from 56,739
Change-1 (0%)
Value$4.7M (+$156.5K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares56,513 from 53,393
Change+3,120 (+6%)
Value$4.6M (+$403.8K)
Filed 2026-10-26
Catalyst Capital Advisors LLC
UNCHANGED
Shares56,300 from 56,300
Change0 (0%)
Value$4.6M (+$155.4K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares56,125 from 50,954
Change+5,171 (+10%)
Value$4.6M (+$565.6K)
Filed 2026-11-06
Upper Left Wealth Management, LLC
DECREASED
Shares54,543 from 62,175
Change-7,632 (-12%)
Value$4.5M (-$455.6K)
Filed 2026-10-14
Forbes Financial Planning, Inc.
INCREASED
Shares54,396 from 53,510
Change+886 (+2%)
Value$4.5M (+$222.0K)
Filed 2026-10-23
Joseph Group Capital Management
INCREASED
Shares52,852 from 52,735
Change+117 (+0%)
Value$4.3M (+$155.2K)
Filed 2026-11-04
Marble Harbor Investment Counsel, LLC
INCREASED
Shares52,775 from 47,600
Change+5,175 (+11%)
Value$4.3M (+$556.7K)
Filed 2026-11-06
Security National Bank
NEW
Shares52,735
Change+52,735
Value$4.3M
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares51,537 from 49,184
Change+2,353 (+5%)
Value$4.2M (+$329.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares51,309 from 48,061
Change+3,248 (+7%)
Value$4.2M (+$399.6K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
INCREASED
Shares51,067 from 46,564
Change+4,503 (+10%)
Value$4.2M (+$498.6K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares50,961 from 48,559
Change+2,402 (+5%)
Value$4.2M (+$331.4K)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares50,806 from 51,663
Change-857 (-2%)
Value$4.2M (+$72.1K)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares50,258 from 51,434
Change-1,176 (-2%)
Value$4.1M (-$50.2K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
DECREASED
Shares50,206 from 51,407
Change-1,201 (-2%)
Value$4.1M (+$43.2K)
Filed 2026-10-01
Baker Ellis Asset Management LLC
DECREASED
Shares49,985 from 50,275
Change-290 (-1%)
Value$4.1M (+$114.9K)
Filed 2026-10-14
KWB Wealth
DECREASED
Shares49,881 from 58,748
Change-8,867 (-15%)
Value$4.1M (-$566.6K)
Filed 2026-10-16
Keudell ison Wealth Management
INCREASED
Shares49,797 from 10,779
Change+39,018 (+362%)
Value$4.1M (+$3.2M)
Filed 2026-10-16
Heritage Family Offices, LLP
INCREASED
Shares49,759 from 41,784
Change+7,975 (+19%)
Value$4.1M (+$770.7K)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED
Shares49,661 from 46,638
Change+3,023 (+6%)
Value$4.1M (+$377.2K)
Filed 2026-10-28
Horst & Graben Wealth Management LLC
INCREASED
Shares49,298 from 47,121
Change+2,177 (+5%)
Value$4.1M (+$284.4K)
Filed 2026-11-02
Jnba Financial Advisors
DECREASED
Shares48,575 from 52,392
Change-3,817 (-7%)
Value$4.0M (-$169.1K)
Filed 2026-11-03
Collaborative Wealth Managment Inc.
INCREASED
Shares47,053 from 46,477
Change+576 (+1%)
Value$3.9M (+$175.6K)
Filed 2026-11-06
Certior Financial Group, LLC
INCREASED
Shares46,768 from 25,401
Change+21,367 (+84%)
Value$3.8M (+$1.8M)
Filed 2026-10-19
Mills Wealth Advisors LLC
INCREASED
Shares45,058 from 44,793
Change+265 (+1%)
Value$3.7M (+$145.4K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares44,844 from 45,276
Change-432 (-1%)
Value$3.6M (-$48.6K)
Filed 2026-10-08
New England Private Wealth Advisors LLC
DECREASED
Shares44,660 from 44,838
Change-178 (0%)
Value$3.7M (+$74.6K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares43,578 from 40,244
Change+3,334 (+8%)
Value$3.6M (+$385.1K)
Filed 2026-10-20
TKG Advisors, LLC
NEW
Shares43,291
Change+43,291
Value$3.6M
Filed 2026-11-02
Financial Life Advisors
DECREASED
Shares41,396 from 43,332
Change-1,936 (-4%)
Value$3.4M (-$39.5K)
Filed 2026-10-14
Destiny Capital Corp
INCREASED
Shares38,630 from 38,055
Change+575 (+2%)
Value$3.2M (+$152.3K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares38,358 from 37,516
Change+842 (+2%)
Value$3.2M (+$172.7K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares38,006 from 39,050
Change-1,044 (-3%)
Value$3.1M (+$22.0K)
Filed 2026-10-23
American National Bank of Texas
INCREASED
Shares37,124 from 35,184
Change+1,940 (+6%)
Value$3.1M (+$256.5K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares35,931 from 35,912
Change+19 (+0%)
Value$3.0M (+$100.7K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares33,846 from 27,158
Change+6,688 (+25%)
Value$2.8M (+$624.6K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
INCREASED
Shares33,569 from 33,409
Change+160 (+0%)
Value$2.8M (+$105.4K)
Filed 2026-11-05
Financial Planning Hawaii, Inc.
UNCHANGED
Shares33,250 from 33,250
Change0 (0%)
Value$2.7M (+$91.8K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares33,200 from 20,251
Change+12,949 (+64%)
Value$2.7M (+$1.1M)
Filed 2026-10-13
G&S Capital LLC
NEW
Shares32,801
Change+32,801
Value$2.7M
Filed 2026-10-23
One Advisory Partners, LLC
NEW
Shares32,121
Change+32,121
Value$2.6M
Filed 2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED
Shares31,635 from 33,285
Change-1,650 (-5%)
Value$2.6M (-$43.7K)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares31,494 from 14,307
Change+17,187 (+120%)
Value$2.6M (+$1.5M)
Filed 2026-11-03
Daviman Financial, LLC
INCREASED
Shares31,374 from 18,435
Change+12,939 (+70%)
Value$2.6M (+$1.1M)
Filed 2026-11-06
Vista Finance, LLC
INCREASED
Shares30,731 from 21,605
Change+9,126 (+42%)
Value$2.5M (+$809.6K)
Filed 2026-10-23
Clark Asset Management, LLC
INCREASED
Shares30,474 from 27,120
Change+3,354 (+12%)
Value$2.5M (+$350.5K)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares30,430 from 31,326
Change-896 (-3%)
Value$2.5M (+$12.8K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares30,094 from 30,613
Change-519 (-2%)
Value$2.5M (+$41.8K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares29,421 from 27,762
Change+1,659 (+6%)
Value$2.4M (+$213.0K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares29,389 from 21,157
Change+8,232 (+39%)
Value$2.4M (+$734.9K)
Filed 2026-11-06
Forbes J M & Co LLP
UNCHANGED
Shares29,211 from 29,211
Change0 (0%)
Value$2.4M (+$80.6K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares29,168 from 28,787
Change+381 (+1%)
Value$2.4M (+$110.8K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
NEW
Shares28,802
Change+28,802
Value$2.4M
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares28,767 from 27,725
Change+1,042 (+4%)
Value$2.4M (+$162.2K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
INCREASED
Shares28,759 from 25,958
Change+2,801 (+11%)
Value$2.4M (+$301.8K)
Filed 2026-11-02
Allworth Financial LP
NEW
Shares28,497
Change+28,497
Value$2.3M
Filed 2026-11-06
Aspetuck Financial Management LLC
DECREASED
Shares28,464 from 29,076
Change-612 (-2%)
Value$2.3M (+$30.0K)
Filed 2026-11-04
Macroview Investment Management LLC
INCREASED
Shares28,336 from 28,020
Change+316 (+1%)
Value$2.3M (+$103.3K)
Filed 2026-10-26
LifeGoal Investments, LLC
INCREASED
Shares28,310 from 27,323
Change+987 (+4%)
Value$2.3M (+$156.5K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
NEW
Shares28,142
Change+28,142
Value$2.3M
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares28,082 from 26,079
Change+2,003 (+8%)
Value$2.3M (+$236.5K)
Filed 2026-10-29
Myecfo, LLC
INCREASED
Shares27,687 from 26,651
Change+1,036 (+4%)
Value$2.3M (+$158.7K)
Filed 2026-10-14
LightSquare Wealth Management, LLC
NEW
Shares27,460
Change+27,460
Value$2.3M
Filed 2026-11-03
McNaughton Wealth Management, LLC
INCREASED
Shares26,901 from 25,639
Change+1,262 (+5%)
Value$2.2M (+$174.5K)
Filed 2026-10-09
LS Investment Advisors, LLC
NEW
Shares26,874
Change+26,874
Value$2.2M
Filed 2026-10-13
Vaughan David Investments LLC
UNCHANGED
Shares26,600 from 26,600
Change0 (0%)
Value$2.2K (-$2.1M)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares26,112 from 36,803
Change-10,691 (-29%)
Value$2.1M (-$777.0K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares26,095 from 15,226
Change+10,869 (+71%)
Value$2.1M (+$935.2K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
INCREASED
Shares26,048 from 25,547
Change+501 (+2%)
Value$2.1M (+$111.7K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
INCREASED
Shares25,108 from 23,442
Change+1,666 (+7%)
Value$2.1M (+$201.6K)
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares24,967 from 33,090
Change-8,123 (-25%)
Value$2.1M (-$576.2K)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares24,858 from 21,860
Change+2,998 (+14%)
Value$2.0K (+$307)
Filed 2026-10-23
Three Magnolias Financial Advisors, LLC
INCREASED
Shares24,240 from 21,843
Change+2,397 (+11%)
Value$2.0M (+$257.3K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares23,789 from 7,637
Change+16,152 (+212%)
Value$2.0K (-$605.0K)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares23,591 from 23,591
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-22
Hegarty Advisors, LLC
INCREASED
Shares22,957 from 21,146
Change+1,811 (+9%)
Value$1.9M (+$207.2K)
Filed 2026-10-20
RCW Management, LLC
DECREASED
Shares22,946 from 23,081
Change-135 (-1%)
Value$1.9M (+$52.6K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares22,111 from 31,713
Change-9,602 (-30%)
Value$1.8M (-$701.6K)
Filed 2026-10-23
Pecaut & Co.
DECREASED
Shares21,797 from 22,268
Change-471 (-2%)
Value$1.8M (+$22.8K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
INCREASED
Shares21,591 from 18,956
Change+2,635 (+14%)
Value$1.8M (+$268.9K)
Filed 2026-10-08
Leo Wealth, LLC
NEW
Shares21,461
Change+21,461
Value$1.8M
Filed 2026-10-26
Acorn Wealth Advisors, LLC
INCREASED
Shares21,150 from 11,352
Change+9,798 (+86%)
Value$1.7M (+$805.2K)
Filed 2026-10-19
Carret Asset Management, LLC
DECREASED
Shares21,113 from 21,124
Change-11 (0%)
Value$1.7M (+$57.4K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares21,107 from 31,814
Change-10,707 (-34%)
Value$1.7M (-$792.1K)
Filed 2026-11-04
Merkkuri Wealth Advisors LLC
INCREASED
Shares20,982 from 20,162
Change+820 (+4%)
Value$1.7M (+$123.0K)
Filed 2026-11-03
Paladin Wealth, LLC
INCREASED
Shares20,851 from 20,138
Change+713 (+4%)
Value$1.7M (+$114.1K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares20,595 from 20,611
Change-16 (0%)
Value$1.6M (-$10.8K)
Filed 2026-11-02
InTrack Investment Management Inc
INCREASED
Shares20,529 from 18,836
Change+1,693 (+9%)
Value$1.7M (+$191.1K)
Filed 2026-10-15
Kendall Capital Management
INCREASED
Shares20,209 from 19,124
Change+1,085 (+6%)
Value$1.7M (+$141.9K)
Filed 2026-10-23
Eagle Global Advisors LLC
UNCHANGED
Shares20,100 from 20,100
Change0 (0%)
Value$1.7M (+$55.5K)
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares19,855 from 23,468
Change-3,613 (-15%)
Value$1.6M (-$232.1K)
Filed 2026-10-26
Shira Ridge Wealth Management
DECREASED
Shares19,441 from 26,379
Change-6,938 (-26%)
Value$1.6M (-$497.3K)
Filed 2026-10-09
Matrix Trust Co
INCREASED
Shares19,392 from 8,658
Change+10,734 (+124%)
Value$1.6K (+$906)
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares19,262 from 20,336
Change-1,074 (-5%)
Value$1.6M (-$32.1K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
DECREASED
Shares19,110 from 19,523
Change-413 (-2%)
Value$1.6M (+$19.9K)
Filed 2026-10-19
Y.D. More Investments Ltd
NEW
Shares19,000
Change+19,000
Value$1.6M
Filed 2026-11-02
Patrick Mauro Investment Advisor, Inc.
NEW
Shares18,854
Change+18,854
Value$1.5M
Filed 2026-11-06
Access Investment Management LLC
INCREASED
Shares18,569 from 8,759
Change+9,810 (+112%)
Value$1.5M (+$830.4K)
Filed 2026-10-23
Diligent Investors, LLC
DECREASED
Shares18,311 from 19,011
Change-700 (-4%)
Value$1.5M (-$5.1K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares18,041 from 18,714
Change-673 (-4%)
Value$1.5M (-$117.8K)
Filed 2026-11-06
Interchange Capital Partners, LLC
INCREASED
Shares18,031 from 16,801
Change+1,230 (+7%)
Value$1.5M (+$150.6K)
Filed 2026-10-28
MMA Asset Management LLC
INCREASED
Shares17,540 from 4,213
Change+13,327 (+316%)
Value$1.4M (+$1.1M)
Filed 2026-11-02
S. R. Schill & Associates
INCREASED
Shares17,540 from 16,867
Change+673 (+4%)
Value$1.4M (+$101.9K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares17,430 from 14,011
Change+3,419 (+24%)
Value$1.4M (+$319.6K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares17,330 from 10,081
Change+7,249 (+72%)
Value$1.4M (+$623.5K)
Filed 2026-10-19
Able Wealth Management LLC
INCREASED
Shares17,133 from 12,096
Change+5,037 (+42%)
Value$1.4M (+$442.7K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares17,038 from 16,706
Change+332 (+2%)
Value$1.4M (+$73.4K)
Filed 2026-10-21
Newport Capital Group, LLC
NEW
Shares16,983
Change+16,983
Value$1.5M
Filed 2026-10-16
Pathway Financial Advisors LLC
UNCHANGED
Shares16,965 from 16,965
Change0 (0%)
Value$1.4M (+$10.9K)
Filed 2026-10-07
Compound Planning, Inc.
INCREASED
Shares16,887 from 15,837
Change+1,050 (+7%)
Value$1.4M (+$130.0K)
Filed 2026-11-05
Thrive Capital Management, LLC
DECREASED
Shares16,819 from 21,888
Change-5,069 (-23%)
Value$1.4M (-$356.2K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares16,690 from 4,666
Change+12,024 (+258%)
Value$1.3M (+$911.5K)
Filed 2026-11-04
Altfest L J & Co Inc
DECREASED
Shares16,333 from 20,974
Change-4,641 (-22%)
Value$1.3M (-$323.5K)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares16,209 from 126,522
Change-110,313 (-87%)
Value$1.3M (-$8.7M)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares16,156 from 7,490
Change+8,666 (+116%)
Value$1.3M (+$732.8K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares15,996 from 15,438
Change+558 (+4%)
Value$1.3M (+$88.5K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares15,950 from 15,587
Change+363 (+2%)
Value$1.3M (+$72.9K)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares15,643 from 15,628
Change+15 (+0%)
Value$1.3M (+$44.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares15,608 from 15,593
Change+15 (+0%)
Value$1.3M (+$44.3K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares15,322 from 11,232
Change+4,090 (+36%)
Value$1.3M (+$367.2K)
Filed 2026-10-16
Entrust Financial LLC
INCREASED
Shares15,247 from 14,188
Change+1,059 (+7%)
Value$1.3M (+$126.2K)
Filed 2026-11-04
First Financial Bank - Trust Division
UNCHANGED
Shares15,176 from 15,176
Change0 (0%)
Value$1.2M (+$41.9K)
Filed 2026-10-01
Zega Investments, LLC
DECREASED
Shares15,133 from 16,394
Change-1,261 (-8%)
Value$1.2M (-$58.4K)
Filed 2026-11-04
Quantify Chaos Advisors, LLC
INCREASED
Shares15,132 from 13,267
Change+1,865 (+14%)
Value$1.2M (+$189.9K)
Filed 2026-11-04
JBR Co Financial Management Inc
DECREASED
Shares15,079 from 16,379
Change-1,300 (-8%)
Value$1.2M (-$95.7K)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares15,054 from 13,183
Change+1,871 (+14%)
Value$1.2M (+$190.1K)
Filed 2026-10-14
Sheets Smith Wealth Management
INCREASED
Shares14,858 from 13,851
Change+1,007 (+7%)
Value$1.2M (+$121.0K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares14,619 from 11,308
Change+3,311 (+29%)
Value$1.2M (+$288.9K)
Filed 2026-10-16
Advisor Resource Council
INCREASED
Shares14,530 from 11,417
Change+3,113 (+27%)
Value$1.2M (+$249.4K)
Filed 2026-11-05
Continuum Wealth Advisors, LLC
DECREASED
Shares14,358 from 275,191
Change-260,833 (-95%)
Value$1.2M (-$20.7M)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares13,957 from 13,414
Change+543 (+4%)
Value$1.1M (+$81.6K)
Filed 2026-11-05
Tableaux LLC
INCREASED
Shares13,928 from 13,770
Change+158 (+1%)
Value$1.1M (+$51.0K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares13,857 from 13,857
Change0 (0%)
Value$1.1M (+$38.2K)
Filed 2026-11-02
Capital Management Associates, Inc
DECREASED
Shares13,667 from 13,877
Change-210 (-2%)
Value$1.1M (+$21.0K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares13,626 from 13,626
Change0 (0%)
Value$1.1M (+$37.6K)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares13,434 from 8,973
Change+4,461 (+50%)
Value$1.1M (+$391.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares13,385 from 13,985
Change-600 (-4%)
Value$1.1M (-$10.7K)
Filed 2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares13,315 from 9,010
Change+4,305 (+48%)
Value$1.1M (+$378.7K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED
Shares13,101 from 13,101
Change0 (0%)
Value$1.1M (+$36.2K)
Filed 2026-10-15
Perigon Wealth Management, LLC
NEW
Shares12,917
Change+12,917
Value$1.1M
Filed 2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares12,629 from 8,143
Change+4,486 (+55%)
Value$1.0M (+$391.1K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares12,535 from 12,535
Change0 (0%)
Value$1.0M (+$34.6K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares12,320 from 9,698
Change+2,622 (+27%)
Value$1.0M (+$242.2K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares12,153 from 268
Change+11,885 (+4435%)
Value$998.7K (+$977.4K)
Filed 2026-11-06
Foronjy Financial LLC
DECREASED
Shares12,118 from 19,778
Change-7,660 (-39%)
Value$995.9K (-$574.9K)
Filed 2026-10-14
Whelan Financial
NEW
Shares12,099
Change+12,099
Value$994.3K
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares12,077 from 13,886
Change-1,809 (-13%)
Value$992.5K (-$110.3K)
Filed 2026-10-30
Corecam Pte. Ltd.
INCREASED
Shares11,790 from 9,950
Change+1,840 (+18%)
Value$968.9K (+$178.7K)
Filed 2026-10-23
Beacon Capital Management, LLC
INCREASED
Shares11,402 from 5,356
Change+6,046 (+113%)
Value$937.0K (+$511.6K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED
Shares11,340 from 11,365
Change-25 (0%)
Value$931.9K (+$29.3K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares11,306 from 9,459
Change+1,847 (+20%)
Value$929.2K (+$177.9K)
Filed 2026-11-03
Global View Capital Management LLC
INCREASED
Shares11,156 from 6,107
Change+5,049 (+83%)
Value$916.8K (+$431.8K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares11,003
Change+11,003
Value$903
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares10,999 from 10,522
Change+477 (+5%)
Value$903.9K (+$68.2K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares10,963 from 10,910
Change+53 (+0%)
Value$900.9K (+$34.5K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares10,956 from 10,676
Change+280 (+3%)
Value$900 (+$52)
Filed 2026-10-02
4Wealth Advisors, Inc.
DECREASED
Shares10,953 from 11,114
Change-161 (-1%)
Value$905.2K (+$22.1K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares10,727 from 10,946
Change-219 (-2%)
Value$881.5K (+$12.2K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares10,717 from 8,722
Change+1,995 (+23%)
Value$880.7K (+$188.1K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares10,626 from 5,019
Change+5,607 (+112%)
Value$873.2K (+$474.6K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares10,618 from 14,224
Change-3,606 (-25%)
Value$872.6K (-$257.1K)
Filed 2026-10-19
Vista Investment Partners II, LLC
NEW
Shares10,385
Change+10,385
Value$853.4K
Filed 2026-10-15
Astra Wealth Partners LLC
NEW
Shares10,349
Change+10,349
Value$850.5K
Filed 2026-11-06
Clear Creek Financial Management, LLC
INCREASED
Shares10,325 from 10,094
Change+231 (+2%)
Value$848.5K (+$46.8K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares10,286 from 10,188
Change+98 (+1%)
Value$845.3K (+$36.2K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares10,265 from 6,895
Change+3,370 (+49%)
Value$843.6K (+$296.0K)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares10,214 from 13,318
Change-3,104 (-23%)
Value$839.4K (-$218.4K)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares10,200 from 9,300
Change+900 (+10%)
Value$838.2K (+$99.6K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares10,070 from 13,314
Change-3,244 (-24%)
Value$799.8K (-$434.3K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares10,010 from 3,618
Change+6,392 (+177%)
Value$838.6K (+$549.5K)
Filed 2026-10-14
Legacy Solutions, LLC
UNCHANGED
Shares9,803 from 9,803
Change0 (0%)
Value$805.6K (+$27.1K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,515 from 2,531,014
Change-2,521,499 (-100%)
Value$781.9K (-$200.2M)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares9,510 from 9,510
Change0 (0%)
Value$781.5K (+$26.2K)
Filed 2026-10-22
Segment Wealth Management, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$780.7K (+$26.2K)
Filed 2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED
Shares9,479 from 9,241
Change+238 (+3%)
Value$779.0K (+$45.1K)
Filed 2026-10-19
Family CFO Inc
INCREASED
Shares9,470 from 5,543
Change+3,927 (+71%)
Value$778.2K (+$338.0K)
Filed 2026-10-30
Norden Group LLC
INCREASED
Shares9,389 from 6,020
Change+3,369 (+56%)
Value$771.6K (+$293.5K)
Filed 2026-10-20
Lederer & Associates Investment Counsel
INCREASED
Shares9,151 from 8,881
Change+270 (+3%)
Value$752 (+$47)
Filed 2026-10-23
Middleton & Co Inc
UNCHANGED
Shares9,151 from 9,151
Change0 (0%)
Value$752.0K (+$25.3K)
Filed 2026-10-23
Wedmont Private Capital
DECREASED
Shares9,149 from 9,833
Change-684 (-7%)
Value$747.7K (-$51.7K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares9,108 from 5,905
Change+3,203 (+54%)
Value$748.6K (+$279.6K)
Filed 2026-10-29
First National Trust Co
INCREASED
Shares9,042 from 8,066
Change+976 (+12%)
Value$743.1K (+$102.5K)
Filed 2026-10-28
Wealthcare Capital Management LLC
INCREASED
Shares8,909 from 8,788
Change+121 (+1%)
Value$732.1K (+$34.2K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares8,844 from 12,378
Change-3,534 (-29%)
Value$726.8K (-$256.3K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares8,842 from 3,098
Change+5,744 (+185%)
Value$726.6K (+$480.6K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
NEW
Shares8,667
Change+8,667
Value$712.3K
Filed 2026-11-03
Affinity Capital Advisors, LLC
NEW
Shares8,600
Change+8,600
Value$713.7K
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares8,557 from 6,631
Change+1,926 (+29%)
Value$703.2K (+$176.6K)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED
Shares8,480 from 8,174
Change+306 (+4%)
Value$696.9K (+$47.7K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares8,353 from 9,227
Change-874 (-9%)
Value$686.5K (-$46.4K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares8,302 from 7,780
Change+522 (+7%)
Value$682.3K (+$64.4K)
Filed 2026-10-14
Fermata Advisors, LLC
INCREASED
Shares8,152 from 7,581
Change+571 (+8%)
Value$669.9K (+$67.8K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares8,042 from 5,492
Change+2,550 (+46%)
Value$660.9K (+$224.7K)
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,002 from 8,319
Change-317 (-4%)
Value$657.6K (-$3.1K)
Filed 2026-10-14
Auour Investments LLC
DECREASED
Shares8,001 from 8,053
Change-52 (-1%)
Value$657.5K (+$18.0K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares7,968 from 6,609
Change+1,359 (+21%)
Value$654.8K (+$129.9K)
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares7,833 from 9,916
Change-2,083 (-21%)
Value$643.7K (-$143.8K)
Filed 2026-11-03
Appleton Partners Inc
DECREASED
Shares7,808 from 7,848
Change-40 (-1%)
Value$642 (-$622.4K)
Filed 2026-10-30
Weil Company, Inc.
INCREASED
Shares7,790 from 6,248
Change+1,542 (+25%)
Value$640.2K (+$144.0K)
Filed 2026-10-14
Tactive Advisors, LLC
INCREASED
Shares7,570 from 6,506
Change+1,064 (+16%)
Value$622.1K (+$105.4K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares7,547
Change+7,547
Value$620.2K
Filed 2026-10-27
Omni 360 Wealth, Inc.
INCREASED
Shares7,518 from 7,507
Change+11 (+0%)
Value$617.8K (+$21.6K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares7,459 from 6,644
Change+815 (+12%)
Value$613.0K (+$85.3K)
Filed 2026-10-23
Garde Capital, Inc.
INCREASED
Shares7,339 from 6,823
Change+516 (+8%)
Value$603.1K (+$61.2K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares7,281 from 7,167
Change+114 (+2%)
Value$598.4K (+$29.2K)
Filed 2026-10-20
Intrua Financial, LLC
UNCHANGED
Shares7,257 from 7,257
Change0 (0%)
Value$596.4K (+$20.0K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,228 from 6,769
Change+459 (+7%)
Value$594.0K (+$56.4K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
NEW
Shares7,117
Change+7,117
Value$585
Filed 2026-11-05
Sara-Bay Financial
NEW
Shares7,013
Change+7,013
Value$576.3K
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares6,841 from 6,126
Change+715 (+12%)
Value$562.2K (+$75.7K)
Filed 2026-10-16
Cassilly Financial Group LLC
INCREASED
Shares6,782 from 6,602
Change+180 (+3%)
Value$557.3K (+$33.0K)
Filed 2026-10-07
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares6,724 from 6,888
Change-164 (-2%)
Value$552.6K (+$5.5K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,709 from 5,127
Change+1,582 (+31%)
Value$551.3K (+$144.2K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares6,709 from 6,497
Change+212 (+3%)
Value$554.2K (+$35.0K)
Filed 2026-11-02
WealthPoint Financial, LLC
INCREASED
Shares6,598 from 6,315
Change+283 (+4%)
Value$542.2K (+$40.7K)
Filed 2026-11-03
Miller Global Investments, LLC
UNCHANGED
Shares6,594 from 6,594
Change0 (0%)
Value$541.9K (+$18.2K)
Filed 2026-10-02
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,564 from 14,382
Change-7,818 (-54%)
Value$539.5K (-$602.8K)
Filed 2026-11-02
Bell Bank
NEW
Shares6,529
Change+6,529
Value$536.6K
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares6,509 from 8,365
Change-1,856 (-22%)
Value$534.9K (-$129.4K)
Filed 2026-11-04
Simon Quick Advisors, LLC
NEW
Shares6,456
Change+6,456
Value$530.6K
Filed 2026-10-26
Verus Capital Partners, LLC
INCREASED
Shares6,338 from 6,097
Change+241 (+4%)
Value$520.9K (+$36.6K)
Filed 2026-11-03
Decker Wealth Management LLC
UNCHANGED
Shares6,335 from 6,335
Change0 (0%)
Value$520.6K (+$17.5K)
Filed 2026-10-09
Selective Wealth Management, Inc.
UNCHANGED
Shares6,328 from 6,328
Change0 (0%)
Value$522.6K (+$19.9K)
Filed 2026-10-16
Apeiron RIA LLC
DECREASED
Shares6,238 from 10,742
Change-4,504 (-42%)
Value$515.3K (-$337.8K)
Filed 2026-10-08
Zenith Solutions, Inc.
NEW
Shares6,069
Change+6,069
Value$498.8K
Filed 2026-10-19
Absolute Capital Management, LLC
INCREASED
Shares6,041 from 5,449
Change+592 (+11%)
Value$496.4K (+$63.7K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares6,006 from 5,348
Change+658 (+12%)
Value$493.6K (+$68.9K)
Filed 2026-10-08
Fifth Third Securities, Inc.
NEW
Shares6,005
Change+6,005
Value$493.5K
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares5,958 from 4,026
Change+1,932 (+48%)
Value$489.6K (+$169.9K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares5,936 from 5,345
Change+591 (+11%)
Value$487.8K (+$63.3K)
Filed 2026-10-15
Excalibur Management Corp
NEW
Shares5,916
Change+5,916
Value$486.2K
Filed 2026-11-02
Bauman Advisory Group, LLC
UNCHANGED
Shares5,878 from 5,878
Change0 (0%)
Value$483.1K (+$16.2K)
Filed 2026-10-29
Souders Financial Advisors
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$481.6K (+$16.2K)
Filed 2026-11-03
RFG Advisory, LLC
NEW
Shares5,786
Change+5,786
Value$475.5K
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares5,718 from 5,388
Change+330 (+6%)
Value$469.9K (+$42.0K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares5,607 from 3,733
Change+1,874 (+50%)
Value$460.8K (+$164.3K)
Filed 2026-10-22
Oceanside Advisors LLC
DECREASED
Shares5,572 from 5,673
Change-101 (-2%)
Value$457.9K (+$7.4K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares5,501 from 5,501
Change0 (0%)
Value$452.1K (+$15.2K)
Filed 2026-10-27
Washington Trust Co
DECREASED
Shares5,471 from 6,459
Change-988 (-15%)
Value$449.6K (-$63.4K)
Filed 2026-10-22
Vanguard Capital Wealth Advisors
NEW
Shares5,449
Change+5,449
Value$447.8K
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares5,433 from 5,433
Change0 (0%)
Value$446.5K (+$15.0K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares5,305 from 3,980
Change+1,325 (+33%)
Value$436.0K (+$119.8K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares5,274 from 3,445
Change+1,829 (+53%)
Value$433.4K (+$159.8K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares5,243 from 3,996
Change+1,247 (+31%)
Value$430.9K (+$113.5K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares5,208 from 5,257
Change-49 (-1%)
Value$428.0K (+$10.5K)
Filed 2026-10-22
A4 Wealth Advisors LLC
DECREASED
Shares5,205 from 5,410
Change-205 (-4%)
Value$427.8K (-$1.9K)
Filed 2026-10-20
Novem Group
NEW
Shares5,196
Change+5,196
Value$427.0K
Filed 2026-10-19
Vontobel Holding Ltd.
NEW
Shares5,130
Change+5,130
Value$421.6K
Filed 2026-10-16
Equita Financial Network, Inc.
DECREASED
Shares5,110 from 5,212
Change-102 (-2%)
Value$419.9K (+$6.0K)
Filed 2026-10-19
MGO One Seven LLC
NEW
Shares5,091
Change+5,091
Value$418.4K
Filed 2026-10-28
AMI Asset Management Corp
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$416.6K (+$14.0K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares5,068 from 4,041
Change+1,027 (+25%)
Value$416 (-$320.6K)
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares5,031 from 4,814
Change+217 (+5%)
Value$413.5K (+$31.1K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares5,029 from 4,743
Change+286 (+6%)
Value$413.0K (+$36.4K)
Filed 2026-10-30
Crestwood Advisors Group, LLC
INCREASED
Shares5,011 from 4,751
Change+260 (+5%)
Value$411.8K (+$34.5K)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares4,953 from 4,460
Change+493 (+11%)
Value$407.0K (+$52.8K)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares4,882 from 4,220
Change+662 (+16%)
Value$401.2K (+$66.1K)
Filed 2026-10-16
Hobbs Wealth Management, LLC
INCREASED
Shares4,854 from 4,657
Change+197 (+4%)
Value$398.9K (+$29.0K)
Filed 2026-10-20
New York Life Investment Management LLC
NEW
Shares4,792
Change+4,792
Value$393.8K
Filed 2026-11-04
Integrated Wealth Management
NEW
Shares4,785
Change+4,785
Value$393.2K
Filed 2026-10-19
Genesis Private Wealth, LLC
INCREASED
Shares4,731 from 3,969
Change+762 (+19%)
Value$388.8K (+$73.6K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares4,731 from 4,944
Change-213 (-4%)
Value$388.8K (-$3.9K)
Filed 2026-10-29
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares4,726 from 6,947
Change-2,221 (-32%)
Value$388.4K (-$163.3K)
Filed 2026-10-15
LexAurum Advisors, LLC
UNCHANGED
Shares4,631 from 4,631
Change0 (0%)
Value$380.6K (+$12.8K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares4,586 from 6,603
Change-2,017 (-31%)
Value$376.9K (-$147.5K)
Filed 2026-11-03
Angeles Wealth Management, LLC
INCREASED
Shares4,511 from 3,946
Change+565 (+14%)
Value$370.7K (+$57.3K)
Filed 2026-10-26
Noesis Capital Mangement Corp
UNCHANGED
Shares4,494 from 4,494
Change0 (0%)
Value$369.3K (+$12.4K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
DECREASED
Shares4,439 from 13,744
Change-9,305 (-68%)
Value$364.8K (-$726.8K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares4,431 from 4,391
Change+40 (+1%)
Value$364.1K (+$15.4K)
Filed 2026-10-21
Rinkey Investments
NEW
Shares4,353
Change+4,353
Value$357.7K
Filed 2026-10-28
Kaizen Financial Strategies
INCREASED
Shares4,323 from 2,538
Change+1,785 (+70%)
Value$355.3K (+$152.4K)
Filed 2026-10-09
Procyon Advisors, LLC
NEW
Shares4,322
Change+4,322
Value$355.2K
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares4,280 from 230
Change+4,050 (+1761%)
Value$351.7K (+$333.5K)
Filed 2026-10-19
Hamilton Capital, LLC
DECREASED
Shares4,227 from 7,591
Change-3,364 (-44%)
Value$347.4K (-$255.5K)
Filed 2026-10-08
Greenleaf Trust
UNCHANGED
Shares4,204 from 4,204
Change0 (0%)
Value$345.5K (+$11.6K)
Filed 2026-10-29
Meredith Wealth Planning
UNCHANGED
Shares4,197 from 4,197
Change0 (0%)
Value$344.9K (+$11.6K)
Filed 2026-10-14
Salomon & Ludwin, LLC
INCREASED
Shares4,195 from 4,139
Change+56 (+1%)
Value$344.7K (+$14.0K)
Filed 2026-10-29
Legacy Advisory Services, LLC
NEW
Shares4,124
Change+4,124
Value$338.9K
Filed 2026-10-20
Guidance Point Advisors, LLC
UNCHANGED
Shares4,122 from 4,122
Change0 (0%)
Value$338.7K (+$11.4K)
Filed 2026-10-15
BAR Harbor Wealth Management
INCREASED
Shares4,086 from 3,005
Change+1,081 (+36%)
Value$335.8K (+$97.1K)
Filed 2026-10-21
Beacon Financial Advisory LLC
DECREASED
Shares4,048 from 4,658
Change-610 (-13%)
Value$332.7K (-$37.3K)
Filed 2026-10-16
Asempa Wealth Advisors
DECREASED
Shares4,032 from 4,035
Change-3 (0%)
Value$333.1K (+$12.6K)
Filed 2026-10-07
Vise Technologies, Inc.
NEW
Shares4,031
Change+4,031
Value$331.2K
Filed 2026-10-29
Innova Wealth Partners
NEW
Shares4,012
Change+4,012
Value$329.7K
Filed 2026-10-21
SVB Wealth LLC
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$329.5K (+$11.1K)
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares3,985 from 3,985
Change0 (0%)
Value$327.5K (+$11.0K)
Filed 2026-10-29
Entruity Wealth, LLC
INCREASED
Shares3,978 from 3,900
Change+78 (+2%)
Value$326.9K (+$17.2K)
Filed 2026-11-06
Paragon Advisors, LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$325.1K (+$10.9K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares3,936
Change+3,936
Value$323.5K
Filed 2026-10-09
Revisor Wealth Management LLC
NEW
Shares3,896
Change+3,896
Value$320.9K
Filed 2026-10-20
FWG Investments, Llc.
NEW
Shares3,846
Change+3,846
Value$316.1K
Filed 2026-11-03
Invera Wealth Advisors, LLC
UNCHANGED
Shares3,840 from 3,840
Change0 (0%)
Value$315.6K (+$10.6K)
Filed 2026-10-28
LongView Wealth Management
DECREASED
Shares3,785 from 3,800
Change-15 (0%)
Value$311.1K (+$9.3K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
UNCHANGED
Shares3,778 from 3,778
Change0 (0%)
Value$310.5K (+$10.4K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares3,777 from 7,640
Change-3,863 (-51%)
Value$310.4K (-$296.4K)
Filed 2026-10-21
Blue Water Asset Management
INCREASED
Shares3,717 from 3,694
Change+23 (+1%)
Value$305.5K (+$12.1K)
Filed 2026-11-04
Compass Financial Services Inc
NEW
Shares3,708
Change+3,708
Value$304.7K
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares3,699 from 3,140
Change+559 (+18%)
Value$304.0K (+$54.6K)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares3,691 from 5,013
Change-1,322 (-26%)
Value$303.3K (-$94.8K)
Filed 2026-10-16
National Wealth Management Group, LLC
INCREASED
Shares3,670 from 3,448
Change+222 (+6%)
Value$301.6K (+$27.8K)
Filed 2026-10-26
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$292.6K (+$9.8K)
Filed 2026-10-28
Carnegie Investment Counsel
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$291.7K (+$9.8K)
Filed 2026-10-20
Clear Point Advisors Inc.
UNCHANGED
Shares3,549 from 3,549
Change0 (0%)
Value$291.7K (+$9.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares3,543 from 3,573
Change-30 (-1%)
Value$291.2K (+$7.4K)
Filed 2026-10-26
Convergence Financial, LLC
NEW
Shares3,519
Change+3,519
Value$289.2K
Filed 2026-10-27
Sutton Place Investors LLC
INCREASED
Shares3,504 from 3,478
Change+26 (+1%)
Value$288.0K (+$11.7K)
Filed 2026-10-20
Invested Advisors
INCREASED
Shares3,497 from 3,013
Change+484 (+16%)
Value$287.4K (+$48.1K)
Filed 2026-10-23
Smith Shellnut Wilson LLC
NEW
Shares3,493
Change+3,493
Value$287.1K
Filed 2026-10-21
Quantum Financial Partners LLC
DECREASED
Shares3,457 from 3,587
Change-130 (-4%)
Value$284.1K (-$784)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares3,455 from 3,427
Change+28 (+1%)
Value$283.9K (+$11.7K)
Filed 2026-11-04
Bank of New Hampshire
INCREASED
Shares3,390 from 2,394
Change+996 (+42%)
Value$278.6K (+$88.5K)
Filed 2026-10-06
Tranquility Partners, LLC
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$278.0K (+$9.3K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares3,377 from 3,377
Change0 (0%)
Value$277.5K (+$9.3K)
Filed 2026-11-02
Range Financial Group LLC
DECREASED
Shares3,373 from 3,628
Change-255 (-7%)
Value$277.2K (-$10.9K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
NEW
Shares3,367
Change+3,367
Value$276.7K
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares3,358 from 1,098
Change+2,260 (+206%)
Value$276.0K (+$188.8K)
Filed 2026-11-03
Livet Wealth, LLC
DECREASED
Shares3,350 from 4,040
Change-690 (-17%)
Value$275.3K (-$45.6K)
Filed 2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares3,341 from 3,341
Change0 (0%)
Value$274.6K (+$9.2K)
Filed 2026-10-15
MBE Wealth Management, LLC
DECREASED
Shares3,336 from 4,547
Change-1,211 (-27%)
Value$274.2K (-$87.0K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,332 from 2,929
Change+403 (+14%)
Value$273.8K (+$41.2K)
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares3,329 from 3,373
Change-44 (-1%)
Value$273.6K (+$5.7K)
Filed 2026-10-15
Essential Partners LLC
INCREASED
Shares3,319 from 3,245
Change+74 (+2%)
Value$272.8K (+$15.1K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
INCREASED
Shares3,301 from 2,528
Change+773 (+31%)
Value$271.3K (+$70.5K)
Filed 2026-11-04
Professional Financial Advisors, LLC
DECREASED
Shares3,297 from 3,386
Change-89 (-3%)
Value$270.9K (+$2.0K)
Filed 2026-10-13
OxenFree Capital LLC
INCREASED
Shares3,278 from 3,157
Change+121 (+4%)
Value$270.3K (+$13.3K)
Filed 2026-10-07
Nations Financial Group Inc,
NEW
Shares3,254
Change+3,254
Value$267.4K
Filed 2026-11-05
MKT Advisors LLC
DECREASED
Shares3,189 from 3,614
Change-425 (-12%)
Value$260.6K (-$33.6K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares3,184 from 3,122
Change+62 (+2%)
Value$261.7K (+$13.7K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
NEW
Shares3,115
Change+3,115
Value$246.5K
Filed 2026-10-27
Refined Wealth Management
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$252.5K (+$8.5K)
Filed 2026-10-13
Cypress Capital Group
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$252.5K (+$8.5K)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares3,032 from 2,965
Change+67 (+2%)
Value$249.2K (+$13.7K)
Filed 2026-10-21
Greenspring Advisors, LLC
NEW
Shares3,031
Change+3,031
Value$249.1K
Filed 2026-11-05
Indivisible Partners
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$247.7K (+$8.3K)
Filed 2026-10-26
Abacus Wealth Partners, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$246.5K (+$8.3K)
Filed 2026-11-03
Flynn Zito Capital Management, LLC
DECREASED
Shares2,988 from 3,566
Change-578 (-16%)
Value$245.6K (-$37.7K)
Filed 2026-11-04
Columbia Advisory Partners LLC
NEW
Shares2,984
Change+2,984
Value$245.2K
Filed 2026-10-15
Pinnacle Associates LTD
NEW
Shares2,981
Change+2,981
Value$245.0K
Filed 2026-10-20
HCR Wealth Advisors
UNCHANGED
Shares2,964 from 2,964
Change0 (0%)
Value$243.6K (+$8.2K)
Filed 2026-10-15
Richardson Capital Management LLC
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$238.7K (+$8.0K)
Filed 2026-10-23
Financial & Tax Architects, LLC
NEW
Shares2,893
Change+2,893
Value$237.7K
Filed 2026-10-15
Rodgers & Associates, LTD
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$236.3K (+$7.9K)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares2,841 from 2,680
Change+161 (+6%)
Value$233.5K (+$20.6K)
Filed 2026-10-29
International Private Wealth Advisors LLC
DECREASED
Shares2,838 from 2,872
Change-34 (-1%)
Value$233.2K (+$5.1K)
Filed 2026-11-05
LFG Wealth Partners, LLC
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$229.3K (+$7.7K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,770 from 2,595
Change+175 (+7%)
Value$227.6K (+$21.5K)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares2,758 from 6,565
Change-3,807 (-58%)
Value$226.8K (-$314.5K)
Filed 2026-11-03
Virtue Capital Management, LLC
DECREASED
Shares2,739 from 3,610
Change-871 (-24%)
Value$225.1K (-$61.6K)
Filed 2026-10-29
Brian LOW Financial Group, LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$224.2K (+$7.5K)
Filed 2026-10-28
Briggs Wealth Management, Inc
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$223.9K (+$7.5K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
DECREASED
Shares2,724 from 4,404
Change-1,680 (-38%)
Value$223.9K (-$125.9K)
Filed 2026-11-04
Stage Harbor Financial, LLC
NEW
Shares2,723
Change+2,723
Value$223.8K
Filed 2026-11-03
Foundry Financial LLC
INCREASED
Shares2,704 from 2,694
Change+10 (+0%)
Value$222.2K (+$8.3K)
Filed 2026-10-16
Birch Capital Management, LLC
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$220.1K (+$7.4K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$217.8K (+$7.3K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
NEW
Shares2,621
Change+2,621
Value$216.1K
Filed 2026-10-19
Net Worth Advisory Group
NEW
Shares2,618
Change+2,618
Value$216.3K
Filed 2026-10-20
Redwood Park Advisors LLC
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$213.0K (+$7.2K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
NEW
Shares2,579
Change+2,579
Value$211.9K
Filed 2026-10-20
Fisher Asset Management, LLC
NEW
Shares2,574
Change+2,574
Value$211.5K
Filed 2026-11-06
Ritholtz Wealth Management
NEW
Shares2,560
Change+2,560
Value$210.4K
Filed 2026-11-05
Chapin Davis, Inc.
NEW
Shares2,557
Change+2,557
Value$210.1K
Filed 2026-10-09
Bulwark Capital Corp
INCREASED
Shares2,427 from 2,411
Change+16 (+1%)
Value$199.5K (+$8.0K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares2,385 from 2,162
Change+223 (+10%)
Value$196.0K (+$24.3K)
Filed 2026-10-05
Richardson Financial Services Inc.
DECREASED
Shares2,343 from 2,619
Change-276 (-11%)
Value$192.5K (-$15.5K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares2,266 from 981
Change+1,285 (+131%)
Value$186.2K (+$108.3K)
Filed 2026-11-02
Community Bank, N.A.
DECREASED
Shares2,191 from 2,195
Change-4 (0%)
Value$180.0K (+$5.7K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares1,893
Change+1,893
Value$155.6K
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$154.3K (+$5.2K)
Filed 2026-10-30
Parkside Financial Bank & Trust
DECREASED
Shares1,843 from 4,059
Change-2,216 (-55%)
Value$151.5K (-$170.9K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$147.2K (+$4.9K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
DECREASED
Shares1,715 from 2,032
Change-317 (-16%)
Value$140.9K (-$20.4K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares1,675 from 1,263
Change+412 (+33%)
Value$137.7K (+$37.3K)
Filed 2026-10-21
IAG Wealth Partners, LLC
INCREASED
Shares1,569 from 582
Change+987 (+170%)
Value$128.9K (+$82.7K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares1,401 from 656
Change+745 (+114%)
Value$115.1K (+$63.0K)
Filed 2026-11-06
Maseco LLP
DECREASED
Shares1,394 from 2,040
Change-646 (-32%)
Value$114.6K (-$47.5K)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$103.2K (+$3.5K)
Filed 2026-10-26
Evolution Wealth Management Inc.
INCREASED
Shares1,179 from 827
Change+352 (+43%)
Value$96.9K (+$31.2K)
Filed 2026-10-28
WestEnd Advisors, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$91.5K (+$3.1K)
Filed 2026-10-27
Adirondack Trust Co
NEW
Shares1,097
Change+1,097
Value$90.2K
Filed 2026-10-14
Bernzott Capital Advisors
NEW
Shares1,000
Change+1,000
Value$82.2K
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares959
Change+959
Value$78.8K
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$76.5K (+$2.6K)
Filed 2026-11-03
Hickory Point Bank & Trust
DECREASED
Shares879 from 1,760
Change-881 (-50%)
Value$72.2K (-$67.5K)
Filed 2026-10-01
Fiduciary Advisors, Inc.
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$69.3K (+$2.3K)
Filed 2026-10-16
Deane Retirement Strategies, Inc.
DECREASED
Shares832 from 1,309
Change-477 (-36%)
Value$68.4K (-$35.6K)
Filed 2026-10-09
Kingdom Financial Group Llc.
INCREASED
Shares722 from 454
Change+268 (+59%)
Value$59.3K (+$23.3K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares718
Change+718
Value$59.0K
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$58.5K (+$2.0K)
Filed 2026-10-26
Bochk Asset Management Ltd
NEW
Shares710
Change+710
Value$58.3K
Filed 2026-10-29
Friedenthal Financial
NEW
Shares704
Change+704
Value$57.9K
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares693
Change+693
Value$57
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$53.1K (+$1.8K)
Filed 2026-10-26
Barrett & Company, Inc.
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$51.1K (+$1.7K)
Filed 2026-10-22
Wells Financial Advisors Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$49.3K (+$1.7K)
Filed 2026-11-02
United Financial Planning Group LLC
INCREASED
Shares593 from 246
Change+347 (+141%)
Value$50.5K (+$31.0K)
Filed 2026-11-04
Guardian Partners Inc.
NEW
Shares537
Change+537
Value$44.1K
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$39.1K (+$1.3K)
Filed 2026-10-08
Country Trust Bank
DECREASED
Shares470 from 966
Change-496 (-51%)
Value$38.6K (-$38.1K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares466 from 51
Change+415 (+814%)
Value$38.3K (+$34.2K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$37.0K (+$1.2K)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$37.0K (+$1.2K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares427 from 351
Change+76 (+22%)
Value$35.1K (+$7.2K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares372 from 250
Change+122 (+49%)
Value$30.6K (+$10.7K)
Filed 2026-11-02
Montag A & Associates Inc
NEW
Shares350
Change+350
Value$28.8K
Filed 2026-10-29
Lanark Financial, Inc.
INCREASED
Shares319 from 255
Change+64 (+25%)
Value$26.2K (+$6.0K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares309 from 544
Change-235 (-43%)
Value$25.4K (-$17.8K)
Filed 2026-10-07
Pacifica Partners Inc.
DECREASED
Shares304 from 314
Change-10 (-3%)
Value$25.1K (-$465)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares302 from 655
Change-353 (-54%)
Value$24.8K (-$27.8K)
Filed 2026-10-30
West Paces Advisors Inc.
DECREASED
Shares300 from 452
Change-152 (-34%)
Value$24.7K (-$11.2K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares270 from 281
Change-11 (-4%)
Value$22.2K (-$128)
Filed 2026-10-19
Bokf, NA
DECREASED
Shares250 from 289
Change-39 (-13%)
Value$20.5K (-$2.4K)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares230 from 47
Change+183 (+389%)
Value$18.9K (+$15.2K)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$18.7K (+$627)
Filed 2026-10-28
Montgomery Financial Services LLC
INCREASED
Shares225 from 57
Change+168 (+295%)
Value$18.5K (+$14.0K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$17.9K (+$601)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$17.8K (+$599)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares211 from 236
Change-25 (-11%)
Value$17.3K (-$1.4K)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$17.3K (+$579)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares206
Change+206
Value$16.9K
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares180 from 163
Change+17 (+10%)
Value$14.8K (+$1.8K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$13.1K (+$442)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares158 from 235
Change-77 (-33%)
Value$13.0K (-$5.7K)
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.3K (+$414)
Filed 2026-11-06
First Community Trust NA
INCREASED
Shares118 from 108
Change+10 (+9%)
Value$9.7K (+$1.1K)
Filed 2026-10-07
Community Financial Services Group, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.1K (+$296)
Filed 2026-10-15
Grove Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.2K (+$276)
Filed 2026-10-08
Downshift Financial, LLC
NEW
Shares99
Change+99
Value$8.1K
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares92 from 1,425
Change-1,333 (-94%)
Value$7.6K (-$105.6K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$7.2K (+$243)
Filed 2026-10-05
Midwest Capital Advisors, LLC
NEW
Shares86
Change+86
Value$7.1K
Filed 2026-11-04
Inspire Investing, LLC
NEW
Shares82
Change+82
Value$6.7K
Filed 2026-10-22
Signature Resources Capital Management, LLC
INCREASED
Shares77 from 60
Change+17 (+28%)
Value$6.3K (+$1.6K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.0K (+$201)
Filed 2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$5.9K (+$199)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.8K (+$194)
Filed 2026-10-27
Valued Wealth Advisors LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.0K (+$168)
Filed 2026-11-05
First Financial Corp
DECREASED
Shares60 from 72
Change-12 (-17%)
Value$4.9K (-$787)
Filed 2026-10-13
Networth Advisors, LLC
INCREASED
Shares58 from 26
Change+32 (+123%)
Value$4.8K (+$2.7K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
NEW
Shares55
Change+55
Value$4.5K
Filed 2026-10-09
Toth Financial Advisory Corp
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.5K (+$151)
Filed 2026-10-08
Aspect Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.1K (+$138)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.1K (+$138)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
NEW
Shares45
Change+45
Value$3.7K
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.6K (+$121)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.1K (+$105)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.0K (+$99)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.0K (+$99)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares25
Change+25
Value$2.1K
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.1K (+$69)
Filed 2026-11-04
Canton Hathaway, LLC
NEW
Shares24
Change+24
Value$2.0K
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-13
Markowski Investments
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (+$56)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (+$56)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (+$47)
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$987 (+$33)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares9
Change+9
Value$739
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares8 from 1,025
Change-1,017 (-99%)
Value$657 (-$80.7K)
Filed 2026-10-21
Lynch Investment Planning, LLC
NEW
Shares5
Change+5
Value$411
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$411 (+$332)
Filed 2026-11-06
POM Investment Strategies, LLC
NEW
Shares4
Change+4
Value$329
Filed 2026-10-20
Eukles Asset Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$329 (+$11)
Filed 2026-11-04
Money Concepts Capital Corp
CLOSED
Shares0 from 143,547
Change-143,547 (-100%)
Value$0 (-$11.4M)
Filed 2026-11-06
Purus Wealth Management, LLC
CLOSED
Shares0 from 101,226
Change-101,226 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 41,784
Change-41,784 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-27
Q3 Asset Management
CLOSED
Shares0 from 25,152
Change-25,152 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
Quartz Partners, LLC
CLOSED
Shares0 from 19,269
Change-19,269 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 15,796
Change-15,796 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Aberdeen Group plc
CLOSED
Shares0 from 15,683
Change-15,683 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Graetz Wealth LLC
CLOSED
Shares0 from 12,577
Change-12,577 (-100%)
Value$0 (-$998.8K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 9,326
Change-9,326 (-100%)
Value$0 (-$740.7K)
Filed 2026-10-16
Vigilare Wealth Management
CLOSED
Shares0 from 8,759
Change-8,759 (-100%)
Value$0 (-$695.6K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 7,886
Change-7,886 (-100%)
Value$0 (-$626.3K)
Filed 2026-11-05
Arwa LLC
CLOSED
Shares0 from 6,532
Change-6,532 (-100%)
Value$0 (-$514.2K)
Filed 2026-10-21
SMI Advisory Services, LLC
CLOSED
Shares0 from 6,261
Change-6,261 (-100%)
Value$0 (-$515.9K)
Filed 2026-10-13
Roman Butler Fullerton & Co
CLOSED
Shares0 from 5,750
Change-5,750 (-100%)
Value$0 (-$455.2K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 5,563
Change-5,563 (-100%)
Value$0 (-$441.8K)
Filed 2026-10-08
Clarity Capital Advisors, LLC
CLOSED
Shares0 from 5,197
Change-5,197 (-100%)
Value$0 (-$412.7K)
Filed 2026-10-27
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 4,931
Change-4,931 (-100%)
Value$0 (-$391.6K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 4,370
Change-4,370 (-100%)
Value$0 (-$347.1K)
Filed 2026-10-26
Asset Allocation Strategies LLC
CLOSED
Shares0 from 4,126
Change-4,126 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 2,860
Change-2,860 (-100%)
Value$0 (-$227.1K)
Filed 2026-11-05
Soundwatch Capital LLC
CLOSED
Shares0 from 2,667
Change-2,667 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-04
Accurate Wealth Management, LLC
CLOSED
Shares0 from 2,654
Change-2,654 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-20
Hofer & Associates. Inc
CLOSED
Shares0 from 2,541
Change-2,541 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$54.9K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$35.7K)
Filed 2026-11-04
Groesbeck Investment Management Corp
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$31)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-23
Go Invest LLC
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-09
Salem Investment Counselors Inc
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-26
Tower Trust & Investment Co
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-04
Chilton Capital Management LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
Clean Yield Group
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
Covestor Ltd
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$464)
Filed 2026-11-06
Creative Capital Management Investments LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$318)
Filed 2026-10-28
TD Private Client Wealth LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$7)
Filed 2026-10-28
Wells Fargo & Company
N/A
Shares— from 10,614,311
Change-10,614,311 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,429,598
Change-8,429,598 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,865,470
Change-7,865,470 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,497,358
Change-7,497,358 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,179,195
Change-7,179,195 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,581,765
Change-6,581,765 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,992,972
Change-3,992,972 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 3,708,700
Change-3,708,700 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 3,356,524
Change-3,356,524 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,215,193
Change-3,215,193 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,752,229
Change-2,752,229 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,003,763
Change-2,003,763 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,985,600
Change-1,985,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,866,900
Change-1,866,900 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,770,810
Change-1,770,810 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,751,574
Change-1,751,574 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,629,472
Change-1,629,472 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,601,335
Change-1,601,335 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 1,487,700
Change-1,487,700 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,288,752
Change-1,288,752 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,211,099
Change-1,211,099 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,153,183
Change-1,153,183 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,126,266
Change-1,126,266 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,120,644
Change-1,120,644 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,057,616
Change-1,057,616 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 985,318
Change-985,318 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 978,859
Change-978,859 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 957,120
Change-957,120 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 902,899
Change-902,899 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 866,299
Change-866,299 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 826,482
Change-826,482 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 812,554
Change-812,554 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 671,036
Change-671,036 (-100%)
Value—
Nepc LLC
N/A
Shares— from 664,100
Change-664,100 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 663,735
Change-663,735 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 653,400
Change-653,400 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 639,081
Change-639,081 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 614,789
Change-614,789 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 561,408
Change-561,408 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 533,694
Change-533,694 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 523,445
Change-523,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 517,560
Change-517,560 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 491,625
Change-491,625 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 458,933
Change-458,933 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 438,275
Change-438,275 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 382,931
Change-382,931 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 377,800
Change-377,800 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 373,169
Change-373,169 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 355,809
Change-355,809 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 315,903
Change-315,903 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 289,546
Change-289,546 (-100%)
Value—
&partners
N/A
Shares— from 280,855
Change-280,855 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 277,490
Change-277,490 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 274,270
Change-274,270 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 264,100
Change-264,100 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 247,787
Change-247,787 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 246,517
Change-246,517 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 234,486
Change-234,486 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 226,426
Change-226,426 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 200,666
Change-200,666 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 198,110
Change-198,110 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 195,096
Change-195,096 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 172,472
Change-172,472 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 159,214
Change-159,214 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 159,205
Change-159,205 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 147,199
Change-147,199 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 139,218
Change-139,218 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 138,085
Change-138,085 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 135,573
Change-135,573 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 129,822
Change-129,822 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 123,608
Change-123,608 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 122,220
Change-122,220 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 117,731
Change-117,731 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 114,725
Change-114,725 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 113,486
Change-113,486 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 105,909
Change-105,909 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 105,157
Change-105,157 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 104,713
Change-104,713 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 104,211
Change-104,211 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 103,094
Change-103,094 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 101,567
Change-101,567 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 100,369
Change-100,369 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 100,221
Change-100,221 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 98,737
Change-98,737 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 96,619
Change-96,619 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 95,394
Change-95,394 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 95,178
Change-95,178 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 89,723
Change-89,723 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 88,903
Change-88,903 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 88,030
Change-88,030 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 87,645
Change-87,645 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 85,953
Change-85,953 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 85,682
Change-85,682 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 81,444
Change-81,444 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 74,190
Change-74,190 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 73,273
Change-73,273 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 71,374
Change-71,374 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 70,991
Change-70,991 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 65,431
Change-65,431 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,278
Change-65,278 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 58,346
Change-58,346 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 58,071
Change-58,071 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 57,160
Change-57,160 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 56,356
Change-56,356 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 56,161
Change-56,161 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 55,829
Change-55,829 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 55,138
Change-55,138 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 55,034
Change-55,034 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 53,900
Change-53,900 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 53,067
Change-53,067 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 51,900
Change-51,900 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 51,431
Change-51,431 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 50,263
Change-50,263 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 49,593
Change-49,593 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 48,362
Change-48,362 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 46,611
Change-46,611 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 46,238
Change-46,238 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 46,166
Change-46,166 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
American Trust
N/A
Shares— from 45,334
Change-45,334 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 45,236
Change-45,236 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 43,356
Change-43,356 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 42,903
Change-42,903 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 41,686
Change-41,686 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 35,934
Change-35,934 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,838
Change-33,838 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 33,214
Change-33,214 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 32,478
Change-32,478 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 31,598
Change-31,598 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 31,417
Change-31,417 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 31,269
Change-31,269 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 30,899
Change-30,899 (-100%)
Value—
Nwam LLC
N/A
Shares— from 30,743
Change-30,743 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,199
Change-30,199 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 30,106
Change-30,106 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 30,003
Change-30,003 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 29,799
Change-29,799 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,695
Change-29,695 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,499
Change-29,499 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29,355
Change-29,355 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 29,058
Change-29,058 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 29,047
Change-29,047 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 27,598
Change-27,598 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 27,359
Change-27,359 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 26,942
Change-26,942 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,827
Change-26,827 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 26,718
Change-26,718 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 26,599
Change-26,599 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,259
Change-26,259 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,798
Change-25,798 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,362
Change-25,362 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 24,956
Change-24,956 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,835
Change-24,835 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,653
Change-24,653 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 24,604
Change-24,604 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 24,507
Change-24,507 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,420
Change-24,420 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 24,063
Change-24,063 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 22,975
Change-22,975 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,915
Change-22,915 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,381
Change-22,381 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 22,110
Change-22,110 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 21,902
Change-21,902 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,843
Change-21,843 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 21,582
Change-21,582 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,417
Change-21,417 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 21,404
Change-21,404 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,687
Change-20,687 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,322
Change-20,322 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
Medici Capital LLC
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 20,092
Change-20,092 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 19,572
Change-19,572 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 18,924
Change-18,924 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 18,118
Change-18,118 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,230
Change-17,230 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 17,155
Change-17,155 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 17,093
Change-17,093 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,627
Change-16,627 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 16,462
Change-16,462 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,699
Change-15,699 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 15,681
Change-15,681 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,548
Change-15,548 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,438
Change-15,438 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,890
Change-14,890 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,837
Change-13,837 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,808
Change-13,808 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,471
Change-13,471 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 12,674
Change-12,674 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 11,825
Change-11,825 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 11,726
Change-11,726 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,107
Change-11,107 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,719
Change-10,719 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,644
Change-10,644 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,171
Change-8,171 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,833
Change-7,833 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 310
Change-310 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 300
Change-300 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 150
Change-150 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 139
Change-139 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 101
Change-101 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 49
Change-49 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Motco
N/A
Shares— from 36
Change-36 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Toews Corp
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sumitomo Mitsui Trust Group, Inc.
INCREASED21,444,15320,057,308+1,386,845+7%$1.6B$1.8B+$169.3M2026-10-29
LPL Financial LLC
INCREASED3,841,2373,371,974+469,263+14%$267.8M$315.7M+$47.9M2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED3,309,1503,334,702-25,552-1%$264.8M$271.9M+$7.1M2026-10-27
WealthNavi Inc.
INCREASED3,202,5601,614,358+1,588,202+98%$128.2M$263.2K-$127.9M2026-10-27
Rakuten Investment Management, Inc.
NEW2,753,716—+2,753,716——$227.6M—2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,647,8822,108,788-460,906-22%$167.5M$135.4M-$32.1M2026-10-20
Regents of the University of California
UNCHANGED1,438,6781,438,67800%$114.3M$118.2M+$4.0M2026-10-26
Asset Management One Co., Ltd.
DECREASED1,421,8481,444,626-22,778-2%$114.7M$116.8M+$2.1M2026-10-27
3Edge Asset Management, LP
INCREASED1,406,207668,550+737,657+110%$53.1M$115.6M+$62.5M2026-10-30
Gradient Investments LLC
DECREASED1,313,2751,517,719-204,444-13%$120.5M$107.9M-$12.6M2026-10-08
Hollow Brook Wealth Management LLC
INCREASED1,293,3051,250,259+43,046+3%$99.3M$106.3M+$7.0M2026-10-29
Farther Finance Advisors, LLC
INCREASED1,188,672722,956+465,716+64%$57.4M$97.7M+$40.3M2026-10-08
School Employees Retirement Board of Ohio
INCREASED1,188,399113,357+1,075,042+948%$9.0M$97.7M+$88.7M2026-10-22
US Bancorp \de\
INCREASED1,141,8561,124,252+17,604+2%$89.3M$93.8M+$4.5M2026-11-05
Principal Financial Group Inc
INCREASED1,031,20040,205+990,995+2465%$3.2M$84.7M+$81.6M2026-11-02
Diversify Wealth Management, LLC
INCREASED832,066634,699+197,367+31%$51.3M$68.7M+$17.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED832,066634,699+197,367+31%$51.3M$68.7M+$17.4M2026-10-20
Argos Wealth Advisors, LLC
DECREASED763,757777,903-14,146-2%$61.8M$62.8M+$984.5K2026-11-02
Fulton Breakefield Broenniman LLC
INCREASED638,349451,102+187,247+42%$35.8M$52.5M+$16.6M2026-11-03
Parcion Private Wealth LLC
INCREASED630,588628,609+1,979+0%$49.9M$51.8M+$1.9M2026-10-28
Verde Servicos Internacionais S.A.
UNCHANGED595,207595,20700%$47.3M$48.9K-$47.2M2026-10-26
MBL Wealth, LLC
INCREASED548,620516,616+32,004+6%$41.0M$45.1M+$4.1M2026-10-22
SBI Securities Co., Ltd.
INCREASED545,479519,886+25,593+5%$41.3M$44.8M+$3.5M2026-10-22
Commonwealth Equity Services, LLC
INCREASED485,439451,418+34,021+8%$35.9M$39.9M+$4.0M2026-11-02
Sentinel Pension Advisors, LLC
INCREASED479,912421,382+58,530+14%$33.5M$39.4M+$6.0M2026-11-02
Bangor Savings Bank
DECREASED459,007468,405-9,398-2%$37.2M$37.7M+$520.5K2026-10-06
Creative Planning
DECREASED403,409456,002-52,593-12%$36.2M$33.2M-$3.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED363,894304,165+59,729+20%$24.2M$29.9K-$24.1M2026-11-02
Confluence Investment Management LLC
DECREASED329,014522,617-193,603-37%$41.5M$27.0M-$14.5M2026-10-01
Assetmark, Inc
INCREASED311,822293,305+18,517+6%$23.3M$25.6M+$2.3M2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED296,526269,700+26,826+10%$21.4M$24.4M+$2.9M2026-11-03
LTS Liquid Investments LLC
INCREASED283,425227,562+55,863+25%$18.1M$23.3M+$5.2M2026-10-23
Investment Management Associates Inc
INCREASED276,166245,796+30,370+12%$19.5M$22.7M+$3.2M2026-10-29
Accretive Wealth Partners, LLC
INCREASED258,338140,951+117,387+83%$11.2M$21.2M+$10.0M2026-11-06
NavPoint Financial, Inc.
INCREASED256,829256,791+38+0%$20.4M$21.1M+$711.8K2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED243,206238,457+4,749+2%$18.9M$20.0M+$1.0M2026-10-23
Encompass More Asset Management
INCREASED241,25869,393+171,865+248%$5.5M$19.8M+$14.3M2026-10-16
China Universal Asset Management Co., Ltd.
DECREASED233,400272,700-39,300-14%$21.7M$19.3M-$2.4M2026-10-28
CoreCap Advisors, LLC
INCREASED221,663214,694+6,969+3%$17.1M$18.2M+$1.2M2026-10-08
Austin Wealth Management, LLC
INCREASED221,195218,666+2,529+1%$17.4M$18.1M+$703.0K2026-11-06
Kestra Advisory Services, LLC
DECREASED220,730258,878-38,148-15%$20.6M$18.1M-$2.4M2026-11-02
Gould Asset Management LLC
DECREASED208,655217,970-9,315-4%$17.3M$17.1M-$163.9K2026-11-06
Summitas Investment Management LLC
DECREASED208,045209,626-1,581-1%$16.6M$17.1M+$448.6K2026-10-16
Deutsche Bank Ag\
DECREASED207,350214,950-7,600-4%$17.1M$17.0M-$31.3K2026-11-06
Warren Street Wealth Advisors, LLC
INCREASED198,545162,858+35,687+22%$12.9M$16.3M+$3.4M2026-11-04
Alliance Wealth Advisors, LLC
INCREASED197,578166,580+30,998+19%$13.2M$16.2M+$3.0M2026-10-28
Sage Private Wealth Group, LLC
INCREASED188,171179,875+8,296+5%$14.3M$15.5M+$1.2M2026-10-21
Bank of New York Mellon Corp
DECREASED185,926227,684-41,758-18%$18.1M$15.3M-$2.8M2026-11-05
Avid Wealth Partners LLC
INCREASED185,571164,747+20,824+13%$13.1M$15.3M+$2.2M2026-11-03
Harbor Investment Advisory, LLC
INCREASED180,426178,090+2,336+1%$14.1M$14.8M+$683.5K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED179,126164,826+14,300+9%$13.1M$14.7M+$1.6M2026-10-21
Buck Wealth Strategies, LLC
INCREASED174,048159,140+14,908+9%$12.6M$14.3M+$1.7M2026-10-28
Quantum Financial Advisors, LLC
UNCHANGED166,254166,25400%$13.2M$13.7M+$458.9K2026-11-03
Clifford Swan Investment Counsel LLC
NEW165,184—+165,184——$13.6M—2026-11-05
Nottingham Advisors, Inc.
INCREASED162,187156,625+5,562+4%$13.3M$13.4M+$123.0K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED156,933147,721+9,212+6%$12.0M$12.8M+$816.3K2026-10-13
Peak Financial Advisors LLC
DECREASED156,028173,948-17,920-10%$13.8M$12.8M-$992.5K2026-10-28
AA Financial Advisors, LLC
INCREASED155,954136,361+19,593+14%$10.8M$12.8M+$2.0M2026-10-19
R. W. Roge & Company, Inc.
INCREASED152,078147,721+4,357+3%$11.7M$12.5K-$11.7M2026-11-04
New Perspectives, Inc
DECREASED143,234144,811-1,577-1%$11.5M$11.8M+$270.1K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED139,002137,537+1,465+1%$10.9M$11.4M+$499.9K2026-11-02
Element Pointe Advisors, LLC
INCREASED138,32695,869+42,457+44%$7.6M$11.4M+$3.8M2026-10-21
McAlvany Wealth Management LLC
INCREASED138,170137,885+285+0%$11.0M$11.4M+$404.0K2026-10-29
Fifth Third Bancorp
INCREASED127,256123,404+3,852+3%$9.8M$10.5M+$657.2K2026-11-05
AAF Wealth Management, LLC
INCREASED127,235117,528+9,707+8%$9.3M$10.5M+$1.1M2026-10-28
Allen Capital Group, LLC
INCREASED126,439121,388+5,051+4%$9.6M$10.4M+$750.1K2026-10-27
Wealth Advisory Solutions, LLC
INCREASED120,128119,715+413+0%$9.5M$9.9M+$364.3K2026-10-20
Kraft, Davis & Associates, LLC
INCREASED118,924114,636+4,288+4%$9.2M$9.7M+$523.8K2026-10-21
Truist Financial Corp
INCREASED116,334113,781+2,553+2%$9.0M$9.6M+$523.8K2026-10-30
RM Financial Services, LLC
INCREASED116,122115,788+334+0%$9.2M$9.5M+$347.0K2026-11-03
Seven Post Investment Office LP
INCREASED115,32379,348+35,975+45%$6.3M$9.5M+$3.2M2026-10-26
Inspirion Wealth Advisors, LLC
DECREASED114,893119,119-4,226-4%$9.5M$9.4M-$78.1K2026-10-09
Secure Asset Management, LLC
INCREASED112,057102,922+9,135+9%$8.2M$9.2M+$1.0M2026-10-19
Financial Enhancement Group LLC
INCREASED108,68649,899+58,787+118%$4.0M$8.8M+$4.9M2026-10-08
Cabot Wealth Management Inc
INCREASED107,71496,935+10,779+11%$7.7M$8.9M+$1.2M2026-11-05
Cardinal Strategic Wealth Guidance
INCREASED106,02989,116+16,913+19%$7.1M$8.7M+$1.6M2026-11-02
Hudson Capital Management LLC
DECREASED104,893106,828-1,935-2%$8.5M$8.6M+$135.8K2026-10-20
Versant Capital Management, Inc
INCREASED103,61494,750+8,864+9%$7.5M$8.5M+$989.9K2026-10-02
John Boyer, Inc.
NEW102,290—+102,290——$8.4M—2026-10-27
Integrated Advisors Network LLC
INCREASED99,86293,457+6,405+7%$7.4M$8.2M+$784.3K2026-10-20
Daiwa Securities Group Inc.
DECREASED99,757104,177-4,420-4%$8.3M$8.2M-$75.7K2026-10-29
Chatham Capital Group, Inc.
INCREASED99,74298,062+1,680+2%$7.8M$8.2M+$408.7K2026-10-16
Wilkerson Advisory Group LLC
INCREASED98,92691,948+6,978+8%$7.3M$8.1M+$827.2K2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED98,04294,227+3,815+4%$7.5M$8.1M+$573.6K2026-10-05
Park Avenue Securities LLC
INCREASED97,90696,631+1,275+1%$7.7M$8.0K-$7.7M2026-10-26
Avior Wealth Management, LLC
INCREASED95,14191,749+3,392+4%$7.3M$7.8M+$532.0K2026-10-13
Bright Financial Advisors, Inc.
INCREASED94,18791,401+2,786+3%$7.3M$7.7M+$481.2K2026-10-23
Archford Capital Strategies, LLC
INCREASED93,76489,093+4,671+5%$7.1M$7.7M+$629.7K2026-10-19
Entrewealth, LLC
INCREASED93,26892,074+1,194+1%$7.7M$7.7M-$72.2K2026-10-14
Glenview Trust Co
DECREASED87,03388,233-1,200-1%$7.0M$7.2M+$144.9K2026-10-28
BCM Advisors, LLC
INCREASED85,37233,154+52,218+158%$2.7M$6.6M+$3.9M2026-11-03
Courier Capital LLC
INCREASED84,74078,531+6,209+8%$6.2M$7.0M+$727.0K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED84,66375,445+9,218+12%$6.0M$7.0M+$965.8K2026-11-06
Compass Wealth Management, LLC
INCREASED84,16877,151+7,017+9%$6.1M$6.9M+$789.6K2026-10-30
AMG National Trust Bank
INCREASED83,71675,313+8,403+11%$6.0M$6.9M+$898.4K2026-11-05
DeDora Capital, Inc.
INCREASED82,07977,348+4,731+6%$6.1M$6.7M+$602.3K2026-10-26
Pacific Capital Wealth Advisors, Inc.
INCREASED81,81024,776+57,034+230%$2.0M$6.7M+$4.8M2026-10-22
Team Financial Group, LLC
INCREASED81,25278,500+2,752+4%$6.2M$6.7M+$442.8K2026-10-30
Lodestar Private Asset Management LLC
DECREASED80,93687,109-6,173-7%$6.9M$6.7M-$266.9K2026-10-26
Lynx Investment Advisory
INCREASED79,31471,293+8,021+11%$5.7M$6.5M+$855.9K2026-10-27
Financial Guidance Group, Inc.
INCREASED78,76278,428+334+0%$6.2M$6.5M+$243.9K2026-10-21
Financial Planning Navigators Corp
INCREASED78,64975,868+2,781+4%$6.0M$6.5M+$438.0K2026-10-14
Brookstone Capital Management
DECREASED78,12585,518-7,393-9%$6.8M$6.4M-$371.5K2026-10-22
Lido Advisors, LLC
INCREASED78,08574,058+4,027+5%$5.9M$6.4M+$535.3K2026-11-04
Portside Wealth Group, LLC
INCREASED77,80735,378+42,429+120%$2.8M$6.4M+$3.6M2026-10-20
Penobscot Wealth Management
INCREASED77,39175,295+2,096+3%$6.0M$6.4M+$380.0K2026-10-21
Aureum Wealth Management, LLC
DECREASED75,19375,875-682-1%$6.0M$6.2M+$153.4K2026-10-15
Sentinel Trust Co LBA
INCREASED74,98439,693+35,291+89%$3.2K$6.2K+$3.0K2026-11-03
Stapp Wealth Management, Pllc
INCREASED74,41573,084+1,331+2%$5.8M$6.1M+$311.1K2026-10-15
TD Waterhouse Canada Inc.
INCREASED74,39268,171+6,221+9%$5.4M$6.1M+$705.1K2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED72,71368,674+4,039+6%$5.5M$6.0M+$521.5K2026-10-13
Compass Ion Advisors, LLC
INCREASED70,59867,152+3,446+5%$5.3M$5.8M+$468.5K2026-10-23
PFG Advisors
DECREASED70,46896,161-25,693-27%$7.6M$5.8M-$1.8M2026-10-16
Moneco Advisors, LLC
INCREASED69,23966,585+2,654+4%$5.3M$5.7M+$401.9K2026-11-05
Welch Group, LLC
INCREASED66,56856,867+9,701+17%$4.5M$5.5M+$954.2K2026-10-29
Cedar Point Capital Partners, LLC
INCREASED66,21265,255+957+1%$5.2M$5.4M+$258.8K2026-10-29
Royal Harbor Partners, LLC
INCREASED65,52064,341+1,179+2%$5.1M$5.4M+$274.5K2026-10-29
Level Four Advisory Services, LLC
INCREASED65,37362,028+3,345+5%$4.9M$5.4M+$446.1K2026-11-06
Richard P Slaughter Associates Inc
INCREASED63,73162,554+1,177+2%$5.0M$5.2M+$269.3K2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED62,97963,878-899-1%$5.1M$5.2M+$102.4K2026-10-20
Churchill Financial Advisors, LLC
INCREASED62,75558,843+3,912+7%$4.7M$5.2M+$483.9K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED60,70756,160+4,547+8%$4.5M$5.0M+$528.7K2026-10-26
Total Investment Management Inc
INCREASED59,1246,556+52,568+802%$525.4K$4.9M+$4.3M2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED58,86456,929+1,935+3%$4.5M$4.8M+$316.1K2026-10-20
Kraematon Investment Advisors, Inc
DECREASED58,78058,786-60%$4.7M$4.8M+$161.8K2026-11-02
Henderson Brothers Financial Partners, LLC
INCREASED58,20151,599+6,602+13%$4.1M$4.8M+$685.0K2026-11-03
Larson Financial Group LLC
INCREASED57,99451,460+6,534+13%$4.1M$4.8M+$679.0K2026-11-05
GC Wealth Management RIA, LLC
INCREASED57,64057,375+265+0%$4.6M$4.7M+$180.1K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED57,08239,047+18,035+46%$3.1M$4.7M+$1.6M2026-10-21
Roan Capital Partners
DECREASED56,83761,544-4,707-8%$4.9M$4.7M-$216.9K2026-10-09
Claro Advisors Inc.
DECREASED56,73856,739-10%$4.5M$4.7M+$156.5K2026-11-02
Patten Group, Inc.
INCREASED56,51353,393+3,120+6%$4.2M$4.6M+$403.8K2026-10-26
Catalyst Capital Advisors LLC
UNCHANGED56,30056,30000%$4.5M$4.6M+$155.4K2026-11-02
Valmark Advisers, Inc.
INCREASED56,12550,954+5,171+10%$4.0M$4.6M+$565.6K2026-11-06
Upper Left Wealth Management, LLC
DECREASED54,54362,175-7,632-12%$4.9M$4.5M-$455.6K2026-10-14
Forbes Financial Planning, Inc.
INCREASED54,39653,510+886+2%$4.2M$4.5M+$222.0K2026-10-23
Joseph Group Capital Management
INCREASED52,85252,735+117+0%$4.2M$4.3M+$155.2K2026-11-04
Marble Harbor Investment Counsel, LLC
INCREASED52,77547,600+5,175+11%$3.8M$4.3M+$556.7K2026-11-06
Security National Bank
NEW52,735—+52,735——$4.3M—2026-10-26
Choreo, LLC
INCREASED51,53749,184+2,353+5%$3.9M$4.2M+$329.1K2026-10-28
Integrity Alliance, Llc.
INCREASED51,30948,061+3,248+7%$3.8M$4.2M+$399.6K2026-10-29
Tennessee Valley Asset Management Partners
INCREASED51,06746,564+4,503+10%$3.7M$4.2M+$498.6K2026-11-03
Jacobi Capital Management LLC
INCREASED50,96148,559+2,402+5%$3.9M$4.2M+$331.4K2026-11-05
Detalus Advisors, LLC
DECREASED50,80651,663-857-2%$4.1M$4.2M+$72.1K2026-10-15
CFS Investment Advisory Services, LLC
DECREASED50,25851,434-1,176-2%$4.2M$4.1M-$50.2K2026-10-19
Stonebridge Financial Group, LLC
DECREASED50,20651,407-1,201-2%$4.1M$4.1M+$43.2K2026-10-01
Baker Ellis Asset Management LLC
DECREASED49,98550,275-290-1%$4.0M$4.1M+$114.9K2026-10-14
KWB Wealth
DECREASED49,88158,748-8,867-15%$4.7M$4.1M-$566.6K2026-10-16
Keudell ison Wealth Management
INCREASED49,79710,779+39,018+362%$856.0K$4.1M+$3.2M2026-10-16
Heritage Family Offices, LLP
INCREASED49,75941,784+7,975+19%$3.3M$4.1M+$770.7K2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED49,66146,638+3,023+6%$3.7M$4.1M+$377.2K2026-10-28
Horst & Graben Wealth Management LLC
INCREASED49,29847,121+2,177+5%$3.8M$4.1M+$284.4K2026-11-02
Jnba Financial Advisors
DECREASED48,57552,392-3,817-7%$4.2M$4.0M-$169.1K2026-11-03
Collaborative Wealth Managment Inc.
INCREASED47,05346,477+576+1%$3.7M$3.9M+$175.6K2026-11-06
Certior Financial Group, LLC
INCREASED46,76825,401+21,367+84%$2.0M$3.8M+$1.8M2026-10-19
Mills Wealth Advisors LLC
INCREASED45,05844,793+265+1%$3.6M$3.7M+$145.4K2026-10-22
Apella Capital, LLC
DECREASED44,84445,276-432-1%$3.7M$3.6M-$48.6K2026-10-08
New England Private Wealth Advisors LLC
DECREASED44,66044,838-1780%$3.6M$3.7M+$74.6K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED43,57840,244+3,334+8%$3.2M$3.6M+$385.1K2026-10-20
TKG Advisors, LLC
NEW43,291—+43,291——$3.6M—2026-11-02
Financial Life Advisors
DECREASED41,39643,332-1,936-4%$3.4M$3.4M-$39.5K2026-10-14
Destiny Capital Corp
INCREASED38,63038,055+575+2%$3.0M$3.2M+$152.3K2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED38,35837,516+842+2%$3.0M$3.2M+$172.7K2026-11-04
Simplicity Wealth,LLC
DECREASED38,00639,050-1,044-3%$3.1M$3.1M+$22.0K2026-10-23
American National Bank of Texas
INCREASED37,12435,184+1,940+6%$2.8M$3.1M+$256.5K2026-10-07
Merit Financial Group, LLC
INCREASED35,93135,912+19+0%$2.9M$3.0M+$100.7K2026-11-06
IFP Advisors, Inc
INCREASED33,84627,158+6,688+25%$2.2M$2.8M+$624.6K2026-10-16
Clear Harbor Asset Management, LLC
INCREASED33,56933,409+160+0%$2.7M$2.8M+$105.4K2026-11-05
Financial Planning Hawaii, Inc.
UNCHANGED33,25033,25000%$2.6M$2.7M+$91.8K2026-10-13
Fiduciary Alliance LLC
INCREASED33,20020,251+12,949+64%$1.6M$2.7M+$1.1M2026-10-13
G&S Capital LLC
NEW32,801—+32,801——$2.7M—2026-10-23
One Advisory Partners, LLC
NEW32,121—+32,121——$2.6M—2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED31,63533,285-1,650-5%$2.6M$2.6M-$43.7K2026-10-16
Advisor OS, LLC
INCREASED31,49414,307+17,187+120%$1.1M$2.6M+$1.5M2026-11-03
Daviman Financial, LLC
INCREASED31,37418,435+12,939+70%$1.5M$2.6M+$1.1M2026-11-06
Vista Finance, LLC
INCREASED30,73121,605+9,126+42%$1.7M$2.5M+$809.6K2026-10-23
Clark Asset Management, LLC
INCREASED30,47427,120+3,354+12%$2.2M$2.5M+$350.5K2026-10-19
WBH Advisory Inc
DECREASED30,43031,326-896-3%$2.5M$2.5M+$12.8K2026-11-05
Uptick Partners, LLC
DECREASED30,09430,613-519-2%$2.4M$2.5M+$41.8K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED29,42127,762+1,659+6%$2.2M$2.4M+$213.0K2026-11-03
Clearstead Advisors, LLC
INCREASED29,38921,157+8,232+39%$1.7M$2.4M+$734.9K2026-11-06
Forbes J M & Co LLP
UNCHANGED29,21129,21100%$2.3M$2.4M+$80.6K2026-10-16
PDS Planning, Inc
INCREASED29,16828,787+381+1%$2.3M$2.4M+$110.8K2026-11-03
Benchmark Financial Wealth Advisors, LLC
NEW28,802—+28,802——$2.4M—2026-10-20
Independent Financial Group, LLC
INCREASED28,76727,725+1,042+4%$2.2M$2.4M+$162.2K2026-10-13
Brown Miller Wealth Management, LLC
INCREASED28,75925,958+2,801+11%$2.1M$2.4M+$301.8K2026-11-02
Allworth Financial LP
NEW28,497—+28,497——$2.3M—2026-11-06
Aspetuck Financial Management LLC
DECREASED28,46429,076-612-2%$2.3M$2.3M+$30.0K2026-11-04
Macroview Investment Management LLC
INCREASED28,33628,020+316+1%$2.2M$2.3M+$103.3K2026-10-26
LifeGoal Investments, LLC
INCREASED28,31027,323+987+4%$2.2M$2.3M+$156.5K2026-10-09
SAX Wealth Advisors, LLC
NEW28,142—+28,142——$2.3M—2026-10-13
Certified Advisory Corp
INCREASED28,08226,079+2,003+8%$2.1M$2.3M+$236.5K2026-10-29
Myecfo, LLC
INCREASED27,68726,651+1,036+4%$2.1M$2.3M+$158.7K2026-10-14
LightSquare Wealth Management, LLC
NEW27,460—+27,460——$2.3M—2026-11-03
McNaughton Wealth Management, LLC
INCREASED26,90125,639+1,262+5%$2.0M$2.2M+$174.5K2026-10-09
LS Investment Advisors, LLC
NEW26,874—+26,874——$2.2M—2026-10-13
Vaughan David Investments LLC
UNCHANGED26,60026,60000%$2.1M$2.2K-$2.1M2026-11-05
Citizens Financial Group Inc
DECREASED26,11236,803-10,691-29%$2.9M$2.1M-$777.0K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED26,09515,226+10,869+71%$1.2M$2.1M+$935.2K2026-11-04
Gradient Capital Advisors, LLC
INCREASED26,04825,547+501+2%$2.0M$2.1M+$111.7K2026-10-21
Leading Edge Financial Planning LLC
INCREASED25,10823,442+1,666+7%$1.9M$2.1M+$201.6K2026-10-23
Rakuten Securities, Inc.
DECREASED24,96733,090-8,123-25%$2.6M$2.1M-$576.2K2026-11-02
Valicenti Advisory Services Inc
INCREASED24,85821,860+2,998+14%$1.7K$2.0K+$3072026-10-23
Three Magnolias Financial Advisors, LLC
INCREASED24,24021,843+2,397+11%$1.7M$2.0M+$257.3K2026-10-14
Wedbush Securities Inc
INCREASED23,7897,637+16,152+212%$607.0K$2.0K-$605.0K2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED23,59123,59100%$1.9M$1.9M$02026-10-22
Hegarty Advisors, LLC
INCREASED22,95721,146+1,811+9%$1.7M$1.9M+$207.2K2026-10-20
RCW Management, LLC
DECREASED22,94623,081-135-1%$1.8M$1.9M+$52.6K2026-10-30
Sigma Planning Corp
DECREASED22,11131,713-9,602-30%$2.5M$1.8M-$701.6K2026-10-23
Pecaut & Co.
DECREASED21,79722,268-471-2%$1.8M$1.8M+$22.8K2026-10-27
YHB Investment Advisors, Inc.
INCREASED21,59118,956+2,635+14%$1.5M$1.8M+$268.9K2026-10-08
Leo Wealth, LLC
NEW21,461—+21,461——$1.8M—2026-10-26
Acorn Wealth Advisors, LLC
INCREASED21,15011,352+9,798+86%$901.6K$1.7M+$805.2K2026-10-19
Carret Asset Management, LLC
DECREASED21,11321,124-110%$1.7M$1.7M+$57.4K2026-11-04
Visionary Wealth Advisors
DECREASED21,10731,814-10,707-34%$2.5M$1.7M-$792.1K2026-11-04
Merkkuri Wealth Advisors LLC
INCREASED20,98220,162+820+4%$1.6M$1.7M+$123.0K2026-11-03
Paladin Wealth, LLC
INCREASED20,85120,138+713+4%$1.6M$1.7M+$114.1K2026-10-23
Sovran Advisors, LLC
DECREASED20,59520,611-160%$1.6M$1.6M-$10.8K2026-11-02
InTrack Investment Management Inc
INCREASED20,52918,836+1,693+9%$1.5M$1.7M+$191.1K2026-10-15
Kendall Capital Management
INCREASED20,20919,124+1,085+6%$1.5M$1.7M+$141.9K2026-10-23
Eagle Global Advisors LLC
UNCHANGED20,10020,10000%$1.6M$1.7M+$55.5K2026-11-02
Wealth Management Nebraska
DECREASED19,85523,468-3,613-15%$1.9M$1.6M-$232.1K2026-10-26
Shira Ridge Wealth Management
DECREASED19,44126,379-6,938-26%$2.1M$1.6M-$497.3K2026-10-09
Matrix Trust Co
INCREASED19,3928,658+10,734+124%$688$1.6K+$9062026-10-07
Mission Wealth Management, LP
DECREASED19,26220,336-1,074-5%$1.6M$1.6M-$32.1K2026-10-15
Milestones Private Investment Advisors LLC
DECREASED19,11019,523-413-2%$1.6M$1.6M+$19.9K2026-10-19
Y.D. More Investments Ltd
NEW19,000—+19,000——$1.6M—2026-11-02
Patrick Mauro Investment Advisor, Inc.
NEW18,854—+18,854——$1.5M—2026-11-06
Access Investment Management LLC
INCREASED18,5698,759+9,810+112%$695.6K$1.5M+$830.4K2026-10-23
Diligent Investors, LLC
DECREASED18,31119,011-700-4%$1.5M$1.5M-$5.1K2026-10-21
Savant Capital, LLC
DECREASED18,04118,714-673-4%$1.6M$1.5M-$117.8K2026-11-06
Interchange Capital Partners, LLC
INCREASED18,03116,801+1,230+7%$1.3M$1.5M+$150.6K2026-10-28
MMA Asset Management LLC
INCREASED17,5404,213+13,327+316%$334.6K$1.4M+$1.1M2026-11-02
S. R. Schill & Associates
INCREASED17,54016,867+673+4%$1.3M$1.4M+$101.9K2026-10-20
Cullen T Bankers, Inc.
INCREASED17,43014,011+3,419+24%$1.1M$1.4M+$319.6K2026-10-28
Ares Financial Consulting, LLC
INCREASED17,33010,081+7,249+72%$800.7K$1.4M+$623.5K2026-10-19
Able Wealth Management LLC
INCREASED17,13312,096+5,037+42%$960.7K$1.4M+$442.7K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED17,03816,706+332+2%$1.3M$1.4M+$73.4K2026-10-21
Newport Capital Group, LLC
NEW16,983—+16,983——$1.5M—2026-10-16
Pathway Financial Advisors LLC
UNCHANGED16,96516,96500%$1.4M$1.4M+$10.9K2026-10-07
Compound Planning, Inc.
INCREASED16,88715,837+1,050+7%$1.3M$1.4M+$130.0K2026-11-05
Thrive Capital Management, LLC
DECREASED16,81921,888-5,069-23%$1.7M$1.4M-$356.2K2026-10-28
Prospera Financial Services Inc
INCREASED16,6904,666+12,024+258%$370.6K$1.3M+$911.5K2026-11-04
Altfest L J & Co Inc
DECREASED16,33320,974-4,641-22%$1.7M$1.3M-$323.5K2026-10-27
KPP Advisory Services LLC
DECREASED16,209126,522-110,313-87%$10.0M$1.3M-$8.7M2026-10-26
Citigroup Inc
INCREASED16,1567,490+8,666+116%$594.9K$1.3M+$732.8K2026-11-04
Frederick Financial Consultants, LLC
INCREASED15,99615,438+558+4%$1.2M$1.3M+$88.5K2026-10-29
First Heartland Consultants, Inc.
INCREASED15,95015,587+363+2%$1.2M$1.3M+$72.9K2026-10-08
Blueprint Investment Partners LLC
INCREASED15,64315,628+15+0%$1.2M$1.3M+$44.4K2026-10-28
Blueprint Financial Advisors LLC
INCREASED15,60815,593+15+0%$1.2M$1.3M+$44.3K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED15,32211,232+4,090+36%$892.0K$1.3M+$367.2K2026-10-16
Entrust Financial LLC
INCREASED15,24714,188+1,059+7%$1.1M$1.3M+$126.2K2026-11-04
First Financial Bank - Trust Division
UNCHANGED15,17615,17600%$1.2M$1.2M+$41.9K2026-10-01
Zega Investments, LLC
DECREASED15,13316,394-1,261-8%$1.3M$1.2M-$58.4K2026-11-04
Quantify Chaos Advisors, LLC
INCREASED15,13213,267+1,865+14%$1.1M$1.2M+$189.9K2026-11-04
JBR Co Financial Management Inc
DECREASED15,07916,379-1,300-8%$1.3M$1.2M-$95.7K2026-10-13
XY Planning Network, Inc.
INCREASED15,05413,183+1,871+14%$1.0M$1.2M+$190.1K2026-10-14
Sheets Smith Wealth Management
INCREASED14,85813,851+1,007+7%$1.1M$1.2M+$121.0K2026-10-16
Cornerstone Planning Group LLC
INCREASED14,61911,308+3,311+29%$924.3K$1.2M+$288.9K2026-10-16
Advisor Resource Council
INCREASED14,53011,417+3,113+27%$940.6K$1.2M+$249.4K2026-11-05
Continuum Wealth Advisors, LLC
DECREASED14,358275,191-260,833-95%$21.9M$1.2M-$20.7M2026-10-20
Meridian Wealth Management, LLC
INCREASED13,95713,414+543+4%$1.1M$1.1M+$81.6K2026-11-05
Tableaux LLC
INCREASED13,92813,770+158+1%$1.1M$1.1M+$51.0K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED13,85713,85700%$1.1M$1.1M+$38.2K2026-11-02
Capital Management Associates, Inc
DECREASED13,66713,877-210-2%$1.1M$1.1M+$21.0K2026-10-20
Biltmore Family Office, LLC
UNCHANGED13,62613,62600%$1.1M$1.1M+$37.6K2026-11-03
Shepherd Financial Partners LLC
INCREASED13,4348,973+4,461+50%$712.6K$1.1M+$391.4K2026-11-03
Apollon Wealth Management, LLC
DECREASED13,38513,985-600-4%$1.1M$1.1M-$10.7K2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED13,3159,010+4,305+48%$715.6K$1.1M+$378.7K2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED13,10113,10100%$1.0M$1.1M+$36.2K2026-10-15
Perigon Wealth Management, LLC
NEW12,917—+12,917——$1.1M—2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED12,6298,143+4,486+55%$646.7K$1.0M+$391.1K2026-10-16
Central Trust Co
UNCHANGED12,53512,53500%$995.5K$1.0M+$34.6K2026-11-05
Triumph Capital Management
INCREASED12,3209,698+2,622+27%$770.2K$1.0M+$242.2K2026-10-14
PNC Financial Services Group, Inc.
INCREASED12,153268+11,885+4435%$21.3K$998.7K+$977.4K2026-11-06
Foronjy Financial LLC
DECREASED12,11819,778-7,660-39%$1.6M$995.9K-$574.9K2026-10-14
Whelan Financial
NEW12,099—+12,099——$994.3K—2026-10-28
Caldwell Trust Co
DECREASED12,07713,886-1,809-13%$1.1M$992.5K-$110.3K2026-10-30
Corecam Pte. Ltd.
INCREASED11,7909,950+1,840+18%$790.2K$968.9K+$178.7K2026-10-23
Beacon Capital Management, LLC
INCREASED11,4025,356+6,046+113%$425.4K$937.0K+$511.6K2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED11,34011,365-250%$902.6K$931.9K+$29.3K2026-10-19
Parallel Advisors, LLC
INCREASED11,3069,459+1,847+20%$751.2K$929.2K+$177.9K2026-11-03
Global View Capital Management LLC
INCREASED11,1566,107+5,049+83%$485.0K$916.8K+$431.8K2026-10-28
M Holdings Securities, Inc.
NEW11,003—+11,003——$903—2026-11-03
J.W. Cole Advisors, Inc.
INCREASED10,99910,522+477+5%$835.7K$903.9K+$68.2K2026-11-05
Focus Financial Network, Inc.
INCREASED10,96310,910+53+0%$866.5K$900.9K+$34.5K2026-10-14
CX Institutional
INCREASED10,95610,676+280+3%$848$900+$522026-10-02
4Wealth Advisors, Inc.
DECREASED10,95311,114-161-1%$883.0K$905.2K+$22.1K2026-10-13
RMR Wealth Builders
DECREASED10,72710,946-219-2%$869.3K$881.5K+$12.2K2026-10-22
Independent Wealth Network Inc.
INCREASED10,7178,722+1,995+23%$692.7K$880.7K+$188.1K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED10,6265,019+5,607+112%$398.6K$873.2K+$474.6K2026-10-28
Maia Wealth LLC
DECREASED10,61814,224-3,606-25%$1.1M$872.6K-$257.1K2026-10-19
Vista Investment Partners II, LLC
NEW10,385—+10,385——$853.4K—2026-10-15
Astra Wealth Partners LLC
NEW10,349—+10,349——$850.5K—2026-11-06
Clear Creek Financial Management, LLC
INCREASED10,32510,094+231+2%$801.7K$848.5K+$46.8K2026-10-28
MSH Capital Advisors LLC
INCREASED10,28610,188+98+1%$809.1K$845.3K+$36.2K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED10,2656,895+3,370+49%$547.6K$843.6K+$296.0K2026-10-28
Sunpointe, LLC
DECREASED10,21413,318-3,104-23%$1.1M$839.4K-$218.4K2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED10,2009,300+900+10%$738.6K$838.2K+$99.6K2026-10-26
Formidable Asset Management, LLC
DECREASED10,07013,314-3,244-24%$1.2M$799.8K-$434.3K2026-11-03
Ignite Planners, LLC
INCREASED10,0103,618+6,392+177%$289.1K$838.6K+$549.5K2026-10-14
Legacy Solutions, LLC
UNCHANGED9,8039,80300%$778.6K$805.6K+$27.1K2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED9,5152,531,014-2,521,499-100%$201.0M$781.9K-$200.2M2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED9,5109,51000%$755.3K$781.5K+$26.2K2026-10-22
Segment Wealth Management, LLC
UNCHANGED9,5009,50000%$754.5K$780.7K+$26.2K2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED9,4799,241+238+3%$733.9K$779.0K+$45.1K2026-10-19
Family CFO Inc
INCREASED9,4705,543+3,927+71%$440.2K$778.2K+$338.0K2026-10-30
Norden Group LLC
INCREASED9,3896,020+3,369+56%$478.1K$771.6K+$293.5K2026-10-20
Lederer & Associates Investment Counsel
INCREASED9,1518,881+270+3%$705$752+$472026-10-23
Middleton & Co Inc
UNCHANGED9,1519,15100%$726.8K$752.0K+$25.3K2026-10-23
Wedmont Private Capital
DECREASED9,1499,833-684-7%$799.3K$747.7K-$51.7K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED9,1085,905+3,203+54%$469.0K$748.6K+$279.6K2026-10-29
First National Trust Co
INCREASED9,0428,066+976+12%$640.6K$743.1K+$102.5K2026-10-28
Wealthcare Capital Management LLC
INCREASED8,9098,788+121+1%$697.9K$732.1K+$34.2K2026-10-21
HBW Advisory Services LLC
DECREASED8,84412,378-3,534-29%$983.1K$726.8K-$256.3K2026-10-15
Gibbs Wealth Management
INCREASED8,8423,098+5,744+185%$246.0K$726.6K+$480.6K2026-10-22
Almanack Investment Partners, Llc.
NEW8,667—+8,667——$712.3K—2026-11-03
Affinity Capital Advisors, LLC
NEW8,600—+8,600——$713.7K—2026-10-13
Titleist Asset Management, LLC
INCREASED8,5576,631+1,926+29%$526.6K$703.2K+$176.6K2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED8,4808,174+306+4%$649.2K$696.9K+$47.7K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED8,3539,227-874-9%$732.8K$686.5K-$46.4K2026-10-13
Mather Group, Llc.
INCREASED8,3027,780+522+7%$617.9K$682.3K+$64.4K2026-10-14
Fermata Advisors, LLC
INCREASED8,1527,581+571+8%$602.1K$669.9K+$67.8K2026-10-13
Balefire, LLC
INCREASED8,0425,492+2,550+46%$436.2K$660.9K+$224.7K2026-10-09
Patriot Financial Group Insurance Agency, LLC
DECREASED8,0028,319-317-4%$660.7K$657.6K-$3.1K2026-10-14
Auour Investments LLC
DECREASED8,0018,053-52-1%$639.6K$657.5K+$18.0K2026-10-28
Tempus Wealth Planning, LLC
INCREASED7,9686,609+1,359+21%$524.9K$654.8K+$129.9K2026-10-14
Brighton Jones LLC
DECREASED7,8339,916-2,083-21%$787.5K$643.7K-$143.8K2026-11-03
Appleton Partners Inc
DECREASED7,8087,848-40-1%$623.0K$642-$622.4K2026-10-30
Weil Company, Inc.
INCREASED7,7906,248+1,542+25%$496.2K$640.2K+$144.0K2026-10-14
Tactive Advisors, LLC
INCREASED7,5706,506+1,064+16%$516.7K$622.1K+$105.4K2026-10-08
Latitude Advisors, LLC
NEW7,547—+7,547——$620.2K—2026-10-27
Omni 360 Wealth, Inc.
INCREASED7,5187,507+11+0%$596.2K$617.8K+$21.6K2026-10-13
HB Wealth Management, LLC
INCREASED7,4596,644+815+12%$527.7K$613.0K+$85.3K2026-10-23
Garde Capital, Inc.
INCREASED7,3396,823+516+8%$541.9K$603.1K+$61.2K2026-10-29
Private Trust Co NA
INCREASED7,2817,167+114+2%$569.2K$598.4K+$29.2K2026-10-20
Intrua Financial, LLC
UNCHANGED7,2577,25700%$576.4K$596.4K+$20.0K2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED7,2286,769+459+7%$537.6K$594.0K+$56.4K2026-11-02
Thompson Siegel & Walmsley LLC
NEW7,117—+7,117——$585—2026-11-05
Sara-Bay Financial
NEW7,013—+7,013——$576.3K—2026-10-21
Annex Advisory Services, LLC
INCREASED6,8416,126+715+12%$486.5K$562.2K+$75.7K2026-10-16
Cassilly Financial Group LLC
INCREASED6,7826,602+180+3%$524.3K$557.3K+$33.0K2026-10-07
Spectrum Planning & Advisory Services Inc.
DECREASED6,7246,888-164-2%$547.0K$552.6K+$5.5K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED6,7095,127+1,582+31%$407.2K$551.3K+$144.2K2026-10-26
International Assets Investment Management, LLC
INCREASED6,7096,497+212+3%$519.2K$554.2K+$35.0K2026-11-02
WealthPoint Financial, LLC
INCREASED6,5986,315+283+4%$501.5K$542.2K+$40.7K2026-11-03
Miller Global Investments, LLC
UNCHANGED6,5946,59400%$523.7K$541.9K+$18.2K2026-10-02
Valtinson Bruner Financial Planning LLC
DECREASED6,56414,382-7,818-54%$1.1M$539.5K-$602.8K2026-11-02
Bell Bank
NEW6,529—+6,529——$536.6K—2026-10-21
Creative Financial Designs Inc
DECREASED6,5098,365-1,856-22%$664.3K$534.9K-$129.4K2026-11-04
Simon Quick Advisors, LLC
NEW6,456—+6,456——$530.6K—2026-10-26
Verus Capital Partners, LLC
INCREASED6,3386,097+241+4%$484.2K$520.9K+$36.6K2026-11-03
Decker Wealth Management LLC
UNCHANGED6,3356,33500%$503.1K$520.6K+$17.5K2026-10-09
Selective Wealth Management, Inc.
UNCHANGED6,3286,32800%$502.8K$522.6K+$19.9K2026-10-16
Apeiron RIA LLC
DECREASED6,23810,742-4,504-42%$853.1K$515.3K-$337.8K2026-10-08
Zenith Solutions, Inc.
NEW6,069—+6,069——$498.8K—2026-10-19
Absolute Capital Management, LLC
INCREASED6,0415,449+592+11%$432.8K$496.4K+$63.7K2026-10-16
Valeo Financial Advisors, LLC
INCREASED6,0065,348+658+12%$424.7K$493.6K+$68.9K2026-10-08
Fifth Third Securities, Inc.
NEW6,005—+6,005——$493.5K—2026-10-21
Sowell Financial Services LLC
INCREASED5,9584,026+1,932+48%$319.7K$489.6K+$169.9K2026-10-23
WealthPLAN Partners, LLC
INCREASED5,9365,345+591+11%$424.5K$487.8K+$63.3K2026-10-15
Excalibur Management Corp
NEW5,916—+5,916——$486.2K—2026-11-02
Bauman Advisory Group, LLC
UNCHANGED5,8785,87800%$466.8K$483.1K+$16.2K2026-10-29
Souders Financial Advisors
UNCHANGED5,8605,86000%$465.4K$481.6K+$16.2K2026-11-03
RFG Advisory, LLC
NEW5,786—+5,786——$475.5K—2026-11-03
B.O.S.S. Retirement Advisors, LLC
INCREASED5,7185,388+330+6%$427.9K$469.9K+$42.0K2026-10-26
Washington Trust Advisors, Inc.
INCREASED5,6073,733+1,874+50%$296.5K$460.8K+$164.3K2026-10-22
Oceanside Advisors LLC
DECREASED5,5725,673-101-2%$450.6K$457.9K+$7.4K2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED5,5015,50100%$436.9K$452.1K+$15.2K2026-10-27
Washington Trust Co
DECREASED5,4716,459-988-15%$513.0K$449.6K-$63.4K2026-10-22
Vanguard Capital Wealth Advisors
NEW5,449—+5,449——$447.8K—2026-10-16
ShoreHaven Wealth Partners, LLC
UNCHANGED5,4335,43300%$431.5K$446.5K+$15.0K2026-10-16
Gen-Wealth Partners Inc
INCREASED5,3053,980+1,325+33%$316.1K$436.0K+$119.8K2026-11-04
SteelPeak Wealth, LLC
INCREASED5,2743,445+1,829+53%$273.6K$433.4K+$159.8K2026-10-16
WealthBridge Capital Management, LLC
INCREASED5,2433,996+1,247+31%$317.4K$430.9K+$113.5K2026-10-16
Strategic Blueprint, LLC
DECREASED5,2085,257-49-1%$417.5K$428.0K+$10.5K2026-10-22
A4 Wealth Advisors LLC
DECREASED5,2055,410-205-4%$429.7K$427.8K-$1.9K2026-10-20
Novem Group
NEW5,196—+5,196——$427.0K—2026-10-19
Vontobel Holding Ltd.
NEW5,130—+5,130——$421.6K—2026-10-16
Equita Financial Network, Inc.
DECREASED5,1105,212-102-2%$413.9K$419.9K+$6.0K2026-10-19
MGO One Seven LLC
NEW5,091—+5,091——$418.4K—2026-10-28
AMI Asset Management Corp
UNCHANGED5,0695,06900%$402.6K$416.6K+$14.0K2026-10-20
Harbor Capital Advisors, Inc.
INCREASED5,0684,041+1,027+25%$321.0K$416-$320.6K2026-10-22
Focused Alpha, LLC
INCREASED5,0314,814+217+5%$382.3K$413.5K+$31.1K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED5,0294,743+286+6%$376.7K$413.0K+$36.4K2026-10-30
Crestwood Advisors Group, LLC
INCREASED5,0114,751+260+5%$377.3K$411.8K+$34.5K2026-10-27
Smith Salley Wealth Management
INCREASED4,9534,460+493+11%$354.2K$407.0K+$52.8K2026-11-03
Lee Financial Co
INCREASED4,8824,220+662+16%$335.2K$401.2K+$66.1K2026-10-16
Hobbs Wealth Management, LLC
INCREASED4,8544,657+197+4%$369.9K$398.9K+$29.0K2026-10-20
New York Life Investment Management LLC
NEW4,792—+4,792——$393.8K—2026-11-04
Integrated Wealth Management
NEW4,785—+4,785——$393.2K—2026-10-19
Genesis Private Wealth, LLC
INCREASED4,7313,969+762+19%$315.2K$388.8K+$73.6K2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED4,7314,944-213-4%$392.7K$388.8K-$3.9K2026-10-29
Brindle & Bay Financial Advisors, LLC
DECREASED4,7266,947-2,221-32%$551.7K$388.4K-$163.3K2026-10-15
LexAurum Advisors, LLC
UNCHANGED4,6314,63100%$367.8K$380.6K+$12.8K2026-10-19
HUB Investment Partners, LLC
DECREASED4,5866,603-2,017-31%$524.4K$376.9K-$147.5K2026-11-03
Angeles Wealth Management, LLC
INCREASED4,5113,946+565+14%$313.4K$370.7K+$57.3K2026-10-26
Noesis Capital Mangement Corp
UNCHANGED4,4944,49400%$356.9K$369.3K+$12.4K2026-10-26
Confluence Wealth Services, Inc.
DECREASED4,43913,744-9,305-68%$1.1M$364.8K-$726.8K2026-11-05
Silverlake Wealth Management LLC
INCREASED4,4314,391+40+1%$348.7K$364.1K+$15.4K2026-10-21
Rinkey Investments
NEW4,353—+4,353——$357.7K—2026-10-28
Kaizen Financial Strategies
INCREASED4,3232,538+1,785+70%$202.8K$355.3K+$152.4K2026-10-09
Procyon Advisors, LLC
NEW4,322—+4,322——$355.2K—2026-10-21
Highline Wealth Partners LLC
INCREASED4,280230+4,050+1761%$18.3K$351.7K+$333.5K2026-10-19
Hamilton Capital, LLC
DECREASED4,2277,591-3,364-44%$602.9K$347.4K-$255.5K2026-10-08
Greenleaf Trust
UNCHANGED4,2044,20400%$333.9K$345.5K+$11.6K2026-10-29
Meredith Wealth Planning
UNCHANGED4,1974,19700%$333.3K$344.9K+$11.6K2026-10-14
Salomon & Ludwin, LLC
INCREASED4,1954,139+56+1%$330.8K$344.7K+$14.0K2026-10-29
Legacy Advisory Services, LLC
NEW4,124—+4,124——$338.9K—2026-10-20
Guidance Point Advisors, LLC
UNCHANGED4,1224,12200%$327.4K$338.7K+$11.4K2026-10-15
BAR Harbor Wealth Management
INCREASED4,0863,005+1,081+36%$238.7K$335.8K+$97.1K2026-10-21
Beacon Financial Advisory LLC
DECREASED4,0484,658-610-13%$369.9K$332.7K-$37.3K2026-10-16
Asempa Wealth Advisors
DECREASED4,0324,035-30%$320.5K$333.1K+$12.6K2026-10-07
Vise Technologies, Inc.
NEW4,031—+4,031——$331.2K—2026-10-29
Innova Wealth Partners
NEW4,012—+4,012——$329.7K—2026-10-21
SVB Wealth LLC
UNCHANGED4,0104,01000%$318.5K$329.5K+$11.1K2026-11-06
Bell Investment Advisors, Inc
UNCHANGED3,9853,98500%$316.5K$327.5K+$11.0K2026-10-29
Entruity Wealth, LLC
INCREASED3,9783,900+78+2%$309.7K$326.9K+$17.2K2026-11-06
Paragon Advisors, LLC
UNCHANGED3,9563,95600%$314.2K$325.1K+$10.9K2026-11-03
GK Wealth Management LLC
NEW3,936—+3,936——$323.5K—2026-10-09
Revisor Wealth Management LLC
NEW3,896—+3,896——$320.9K—2026-10-20
FWG Investments, Llc.
NEW3,846—+3,846——$316.1K—2026-11-03
Invera Wealth Advisors, LLC
UNCHANGED3,8403,84000%$305.0K$315.6K+$10.6K2026-10-28
LongView Wealth Management
DECREASED3,7853,800-150%$301.8K$311.1K+$9.3K2026-10-19
Woodmont Investment Counsel LLC
UNCHANGED3,7783,77800%$300.0K$310.5K+$10.4K2026-10-29
Axxcess Wealth Management, LLC
DECREASED3,7777,640-3,863-51%$606.8K$310.4K-$296.4K2026-10-21
Blue Water Asset Management
INCREASED3,7173,694+23+1%$293.4K$305.5K+$12.1K2026-11-04
Compass Financial Services Inc
NEW3,708—+3,708——$304.7K—2026-11-06
Certuity, LLC
INCREASED3,6993,140+559+18%$249.4K$304.0K+$54.6K2026-11-02
Aspiriant, LLC
DECREASED3,6915,013-1,322-26%$398.1K$303.3K-$94.8K2026-10-16
National Wealth Management Group, LLC
INCREASED3,6703,448+222+6%$273.8K$301.6K+$27.8K2026-10-26
Armstrong, Fleming & Moore, Inc
UNCHANGED3,5603,56000%$282.7K$292.6K+$9.8K2026-10-28
Carnegie Investment Counsel
UNCHANGED3,5503,55000%$281.9K$291.7K+$9.8K2026-10-20
Clear Point Advisors Inc.
UNCHANGED3,5493,54900%$281.9K$291.7K+$9.8K2026-10-30
Oppenheimer & Co Inc
DECREASED3,5433,573-30-1%$283.8K$291.2K+$7.4K2026-10-26
Convergence Financial, LLC
NEW3,519—+3,519——$289.2K—2026-10-27
Sutton Place Investors LLC
INCREASED3,5043,478+26+1%$276.2K$288.0K+$11.7K2026-10-20
Invested Advisors
INCREASED3,4973,013+484+16%$239.3K$287.4K+$48.1K2026-10-23
Smith Shellnut Wilson LLC
NEW3,493—+3,493——$287.1K—2026-10-21
Quantum Financial Partners LLC
DECREASED3,4573,587-130-4%$284.9K$284.1K-$7842026-10-19
EverSource Wealth Advisors, LLC
INCREASED3,4553,427+28+1%$272.2K$283.9K+$11.7K2026-11-04
Bank of New Hampshire
INCREASED3,3902,394+996+42%$190.1K$278.6K+$88.5K2026-10-06
Tranquility Partners, LLC
UNCHANGED3,3833,38300%$268.7K$278.0K+$9.3K2026-10-20
Key FInancial Inc
UNCHANGED3,3773,37700%$268.2K$277.5K+$9.3K2026-11-02
Range Financial Group LLC
DECREASED3,3733,628-255-7%$288.1K$277.2K-$10.9K2026-10-21
SeaCrest Wealth Management, LLC
NEW3,367—+3,367——$276.7K—2026-10-21
Key Capital Management, Inc
INCREASED3,3581,098+2,260+206%$87.2K$276.0K+$188.8K2026-11-03
Livet Wealth, LLC
DECREASED3,3504,040-690-17%$320.9K$275.3K-$45.6K2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED3,3413,34100%$265.3K$274.6K+$9.2K2026-10-15
MBE Wealth Management, LLC
DECREASED3,3364,547-1,211-27%$361.1K$274.2K-$87.0K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED3,3322,929+403+14%$232.6K$273.8K+$41.2K2026-10-23
RDA Financial Network
DECREASED3,3293,373-44-1%$267.9K$273.6K+$5.7K2026-10-15
Essential Partners LLC
INCREASED3,3193,245+74+2%$257.7K$272.8K+$15.1K2026-10-14
Elevated Capital Advisors, LLC
INCREASED3,3012,528+773+31%$200.8K$271.3K+$70.5K2026-11-04
Professional Financial Advisors, LLC
DECREASED3,2973,386-89-3%$268.9K$270.9K+$2.0K2026-10-13
OxenFree Capital LLC
INCREASED3,2783,157+121+4%$257.0K$270.3K+$13.3K2026-10-07
Nations Financial Group Inc,
NEW3,254—+3,254——$267.4K—2026-11-05
MKT Advisors LLC
DECREASED3,1893,614-425-12%$294.2K$260.6K-$33.6K2026-10-20
Regions Financial Corp
INCREASED3,1843,122+62+2%$247.9K$261.7K+$13.7K2026-11-05
Chicago Partners Investment Group LLC
NEW3,115—+3,115——$246.5K—2026-10-27
Refined Wealth Management
UNCHANGED3,0723,07200%$244.0K$252.5K+$8.5K2026-10-13
Cypress Capital Group
UNCHANGED3,0723,07200%$244.0K$252.5K+$8.5K2026-11-03
Princeton Global Asset Management LLC
INCREASED3,0322,965+67+2%$235.5K$249.2K+$13.7K2026-10-21
Greenspring Advisors, LLC
NEW3,031—+3,031——$249.1K—2026-11-05
Indivisible Partners
UNCHANGED3,0143,01400%$239.4K$247.7K+$8.3K2026-10-26
Abacus Wealth Partners, LLC
UNCHANGED3,0003,00000%$238.3K$246.5K+$8.3K2026-11-03
Flynn Zito Capital Management, LLC
DECREASED2,9883,566-578-16%$283.2K$245.6K-$37.7K2026-11-04
Columbia Advisory Partners LLC
NEW2,984—+2,984——$245.2K—2026-10-15
Pinnacle Associates LTD
NEW2,981—+2,981——$245.0K—2026-10-20
HCR Wealth Advisors
UNCHANGED2,9642,96400%$235.4K$243.6K+$8.2K2026-10-15
Richardson Capital Management LLC
UNCHANGED2,9052,90500%$230.7K$238.7K+$8.0K2026-10-23
Financial & Tax Architects, LLC
NEW2,893—+2,893——$237.7K—2026-10-15
Rodgers & Associates, LTD
UNCHANGED2,8752,87500%$228.3K$236.3K+$7.9K2026-10-20
Traynor Capital Management, Inc.
INCREASED2,8412,680+161+6%$212.8K$233.5K+$20.6K2026-10-29
International Private Wealth Advisors LLC
DECREASED2,8382,872-34-1%$228.1K$233.2K+$5.1K2026-11-05
LFG Wealth Partners, LLC
UNCHANGED2,7902,79000%$221.6K$229.3K+$7.7K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED2,7702,595+175+7%$206.1K$227.6K+$21.5K2026-10-30
StoneX Group Inc.
DECREASED2,7586,565-3,807-58%$541.3K$226.8K-$314.5K2026-11-03
Virtue Capital Management, LLC
DECREASED2,7393,610-871-24%$286.7K$225.1K-$61.6K2026-10-29
Brian LOW Financial Group, LLC
UNCHANGED2,7282,72800%$216.7K$224.2K+$7.5K2026-10-28
Briggs Wealth Management, Inc
UNCHANGED2,7252,72500%$216.4K$223.9K+$7.5K2026-10-26
Daymark Wealth Partners, LLC
DECREASED2,7244,404-1,680-38%$349.8K$223.9K-$125.9K2026-11-04
Stage Harbor Financial, LLC
NEW2,723—+2,723——$223.8K—2026-11-03
Foundry Financial LLC
INCREASED2,7042,694+10+0%$213.9K$222.2K+$8.3K2026-10-16
Birch Capital Management, LLC
UNCHANGED2,6782,67800%$212.7K$220.1K+$7.4K2026-10-27
Redhawk Wealth Advisors, Inc.
UNCHANGED2,6502,65000%$210.5K$217.8K+$7.3K2026-10-14
Foguth Wealth Management, Llc.
NEW2,621—+2,621——$216.1K—2026-10-19
Net Worth Advisory Group
NEW2,618—+2,618——$216.3K—2026-10-20
Redwood Park Advisors LLC
UNCHANGED2,5922,59200%$205.9K$213.0K+$7.2K2026-11-02
Parkway Wealth Management Group, LLC
NEW2,579—+2,579——$211.9K—2026-10-20
Fisher Asset Management, LLC
NEW2,574—+2,574——$211.5K—2026-11-06
Ritholtz Wealth Management
NEW2,560—+2,560——$210.4K—2026-11-05
Chapin Davis, Inc.
NEW2,557—+2,557——$210.1K—2026-10-09
Bulwark Capital Corp
INCREASED2,4272,411+16+1%$191.5K$199.5K+$8.0K2026-10-13
Rosenberg Matthew Hamilton
INCREASED2,3852,162+223+10%$171.7K$196.0K+$24.3K2026-10-05
Richardson Financial Services Inc.
DECREASED2,3432,619-276-11%$207.9K$192.5K-$15.5K2026-10-30
Lloyd Advisory Services, Llc.
INCREASED2,266981+1,285+131%$77.9K$186.2K+$108.3K2026-11-02
Community Bank, N.A.
DECREASED2,1912,195-40%$174.3K$180.0K+$5.7K2026-11-06
Laurel Wealth Advisors LLC
NEW1,893—+1,893——$155.6K—2026-10-27
Bfsg, LLC
UNCHANGED1,8771,87700%$149.1K$154.3K+$5.2K2026-10-30
Parkside Financial Bank & Trust
DECREASED1,8434,059-2,216-55%$322.4K$151.5K-$170.9K2026-10-27
Piscataqua Savings Bank
UNCHANGED1,7911,79100%$142.2K$147.2K+$4.9K2026-10-21
Tradewinds Capital Management, LLC
DECREASED1,7152,032-317-16%$161.4K$140.9K-$20.4K2026-10-23
Trust Co of Vermont
INCREASED1,6751,263+412+33%$100.3K$137.7K+$37.3K2026-10-21
IAG Wealth Partners, LLC
INCREASED1,569582+987+170%$46.2K$128.9K+$82.7K2026-11-06
Clearstead Trust, LLC
INCREASED1,401656+745+114%$52.1K$115.1K+$63.0K2026-11-06
Maseco LLP
DECREASED1,3942,040-646-32%$162.0K$114.6K-$47.5K2026-10-27
First Horizon Corp
UNCHANGED1,2561,25600%$99.8K$103.2K+$3.5K2026-10-26
Evolution Wealth Management Inc.
INCREASED1,179827+352+43%$65.7K$96.9K+$31.2K2026-10-28
WestEnd Advisors, LLC
UNCHANGED1,1141,11400%$88.5K$91.5K+$3.1K2026-10-27
Adirondack Trust Co
NEW1,097—+1,097——$90.2K—2026-10-14
Bernzott Capital Advisors
NEW1,000—+1,000——$82.2K—2026-10-29
Balance Wealth Partners LLC
NEW959—+959——$78.8K—2026-10-27
Sfam, LLC
UNCHANGED93193100%$73.9K$76.5K+$2.6K2026-11-03
Hickory Point Bank & Trust
DECREASED8791,760-881-50%$139.8K$72.2K-$67.5K2026-10-01
Fiduciary Advisors, Inc.
UNCHANGED84484400%$67.0K$69.3K+$2.3K2026-10-16
Deane Retirement Strategies, Inc.
DECREASED8321,309-477-36%$104.0K$68.4K-$35.6K2026-10-09
Kingdom Financial Group Llc.
INCREASED722454+268+59%$36.1K$59.3K+$23.3K2026-11-04
Root Financial Partners, LLC
NEW718—+718——$59.0K—2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED71271200%$56.5K$58.5K+$2.0K2026-10-26
Bochk Asset Management Ltd
NEW710—+710——$58.3K—2026-10-29
Friedenthal Financial
NEW704—+704——$57.9K—2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW693—+693——$57—2026-10-14
First Bancorp, Inc
UNCHANGED64664600%$51.3K$53.1K+$1.8K2026-10-26
Barrett & Company, Inc.
UNCHANGED62262200%$49.4K$51.1K+$1.7K2026-10-22
Wells Financial Advisors Inc
UNCHANGED60060000%$47.7K$49.3K+$1.7K2026-11-02
United Financial Planning Group LLC
INCREASED593246+347+141%$19.5K$50.5K+$31.0K2026-11-04
Guardian Partners Inc.
NEW537—+537——$44.1K—2026-10-21
Financial Management Professionals, Inc.
UNCHANGED52052000%$41.3K$42.7K+$1.4K2026-10-23
Gamma Investing LLC
UNCHANGED47647600%$37.8K$39.1K+$1.3K2026-10-08
Country Trust Bank
DECREASED470966-496-51%$76.7K$38.6K-$38.1K2026-10-30
Rossby Financial, LCC
INCREASED46651+415+814%$4.1K$38.3K+$34.2K2026-11-05
Financial Consulate, Inc
UNCHANGED45045000%$35.7K$37.0K+$1.2K2026-10-23
Costello Asset Management, Inc
UNCHANGED45045000%$35.7K$37.0K+$1.2K2026-10-30
Spire Wealth Management
INCREASED427351+76+22%$27.9K$35.1K+$7.2K2026-10-30
Golden State Wealth Management, LLC
INCREASED372250+122+49%$19.9K$30.6K+$10.7K2026-11-02
Montag A & Associates Inc
NEW350—+350——$28.8K—2026-10-29
Lanark Financial, Inc.
INCREASED319255+64+25%$20.3K$26.2K+$6.0K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED309544-235-43%$43.2K$25.4K-$17.8K2026-10-07
Pacifica Partners Inc.
DECREASED304314-10-3%$25.6K$25.1K-$4652026-10-09
Compass Financial Management LLC
DECREASED302655-353-54%$52.6K$24.8K-$27.8K2026-10-30
West Paces Advisors Inc.
DECREASED300452-152-34%$35.9K$24.7K-$11.2K2026-10-13
City Holding Co
DECREASED270281-11-4%$22.3K$22.2K-$1282026-10-19
Bokf, NA
DECREASED250289-39-13%$23.0K$20.5K-$2.4K2026-10-27
Abound Wealth Management
INCREASED23047+183+389%$3.7K$18.9K+$15.2K2026-10-26
Main Street Group, LTD
UNCHANGED22722700%$18.0K$18.7K+$6272026-10-28
Montgomery Financial Services LLC
INCREASED22557+168+295%$4.5K$18.5K+$14.0K2026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED21821800%$17.3K$17.9K+$6012026-11-04
Financial Perspectives, Inc
UNCHANGED21721700%$17.2K$17.8K+$5992026-11-03
Wilmington Savings Fund Society, FSB
DECREASED211236-25-11%$18.7K$17.3K-$1.4K2026-10-23
Asset Dedication, LLC
UNCHANGED21021000%$16.7K$17.3K+$5792026-11-03
UMB Private Wealth Management, LLC
NEW206—+206——$16.9K—2026-10-19
Cape Investment Advisory, Inc.
INCREASED180163+17+10%$12.9K$14.8K+$1.8K2026-10-13
Signaturefd, LLC
UNCHANGED16016000%$12.7K$13.1K+$4422026-10-23
Archer Investment Corp
DECREASED158235-77-33%$18.7K$13.0K-$5.7K2026-11-05
Zions Bancorporation, National Association
UNCHANGED15015000%$11.9K$12.3K+$4142026-11-06
First Community Trust NA
INCREASED118108+10+9%$8.6K$9.7K+$1.1K2026-10-07
Community Financial Services Group, LLC
UNCHANGED11011000%$8.8K$9.1K+$2962026-10-15
Grove Bank & Trust
UNCHANGED10010000%$7.9K$8.2K+$2762026-10-08
Downshift Financial, LLC
NEW99—+99——$8.1K—2026-10-13
Signature Equity Partners, LLC
DECREASED921,425-1,333-94%$113.2K$7.6K-$105.6K2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED888800%$7.0K$7.2K+$2432026-10-05
Midwest Capital Advisors, LLC
NEW86—+86——$7.1K—2026-11-04
Inspire Investing, LLC
NEW82—+82——$6.7K—2026-10-22
Signature Resources Capital Management, LLC
INCREASED7760+17+28%$4.8K$6.3K+$1.6K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED737300%$5.8K$6.0K+$2012026-10-27
Strengthening Families & Communities, LLC
UNCHANGED727200%$5.7K$5.9K+$1992026-10-21
High Note Wealth, LLC
UNCHANGED707000%$5.6K$5.8K+$1942026-10-27
Valued Wealth Advisors LLC
UNCHANGED616100%$4.8K$5.0K+$1682026-11-05
First Financial Corp
DECREASED6072-12-17%$5.7K$4.9K-$7872026-10-13
Networth Advisors, LLC
INCREASED5826+32+123%$2.1K$4.8K+$2.7K2026-11-03
Gilpin Wealth Management, LLC
NEW55—+55——$4.5K—2026-10-09
Toth Financial Advisory Corp
UNCHANGED555500%$4.4K$4.5K+$1512026-10-08
Aspect Partners, LLC
UNCHANGED505000%$4.0K$4.1K+$1382026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED505000%$4.0K$4.1K+$1382026-10-20
Prudent Man Investment Management, Inc.
NEW45—+45——$3.7K—2026-11-03
American Capital Advisory, LLC
UNCHANGED444400%$3.5K$3.6K+$1212026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED383800%$3.0K$3.1K+$1052026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED363600%$2.9K$3.0K+$992026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED363600%$2.9K$3.0K+$992026-10-23
Foresight Capital Management Advisors, Inc.
NEW25—+25——$2.1K—2026-10-27
Nemes Rush Group LLC
UNCHANGED252500%$2.0K$2.1K+$692026-11-04
Canton Hathaway, LLC
NEW24—+24——$2.0K—2026-10-23
Rydar Equities, Inc.
NEW20—+20——$1.6K—2026-10-13
Markowski Investments
UNCHANGED202000%$1.6K$1.6K+$562026-10-30
Gables Capital Management Inc.
UNCHANGED202000%$1.6K$1.6K+$562026-11-04
Avion Wealth
UNCHANGED171700%$1$1$02026-11-04
MTM Investment Management, LLC
UNCHANGED171700%$1.4K$1.4K+$472026-10-30
Birchbrook, Inc.
UNCHANGED121200%$954$987+$332026-10-14
Ascentis Independent Advisors
NEW9—+9——$739—2026-11-03
NBT Bank, N.A.
DECREASED81,025-1,017-99%$81.4K$657-$80.7K2026-10-21
Lynch Investment Planning, LLC
NEW5—+5——$411—2026-10-27
Russell Investments Group, Ltd.
INCREASED51+4+400%$79$411+$3322026-11-06
POM Investment Strategies, LLC
NEW4—+4——$329—2026-10-20
Eukles Asset Management
UNCHANGED4400%$318$329+$112026-11-04
Money Concepts Capital Corp
CLOSED0143,547-143,547-100%$11.4M$0-$11.4M2026-11-06
Purus Wealth Management, LLC
CLOSED0101,226-101,226-100%$8.0M$0-$8.0M2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED041,784-41,784-100%$3.3M$0-$3.3M2026-10-27
Q3 Asset Management
CLOSED025,152-25,152-100%$2.2K$0-$2.2K2026-11-06
Quartz Partners, LLC
CLOSED019,269-19,269-100%$1.5M$0-$1.5M2026-11-03
Signal Advisors Wealth, LLC
CLOSED015,796-15,796-100%$1.3M$0-$1.3M2026-10-13
Aberdeen Group plc
CLOSED015,683-15,683-100%$1.2M$0-$1.2M2026-11-06
Graetz Wealth LLC
CLOSED012,577-12,577-100%$998.8K$0-$998.8K2026-10-27
AlphaStar Capital Management, LLC
CLOSED09,326-9,326-100%$740.7K$0-$740.7K2026-10-16
Vigilare Wealth Management
CLOSED08,759-8,759-100%$695.6K$0-$695.6K2026-10-29
Elevation Point Wealth Partners, LLC
CLOSED07,886-7,886-100%$626.3K$0-$626.3K2026-11-05
Arwa LLC
CLOSED06,532-6,532-100%$514.2K$0-$514.2K2026-10-21
SMI Advisory Services, LLC
CLOSED06,261-6,261-100%$515.9K$0-$515.9K2026-10-13
Roman Butler Fullerton & Co
CLOSED05,750-5,750-100%$455.2K$0-$455.2K2026-10-27
Avidian Wealth Enterprises, LLC
CLOSED05,563-5,563-100%$441.8K$0-$441.8K2026-10-08
Clarity Capital Advisors, LLC
CLOSED05,197-5,197-100%$412.7K$0-$412.7K2026-10-27
Boyce & Associates Wealth Consulting, Inc.
CLOSED04,931-4,931-100%$391.6K$0-$391.6K2026-10-14
Vermillion Wealth Management, Inc.
CLOSED04,370-4,370-100%$347.1K$0-$347.1K2026-10-26
Asset Allocation Strategies LLC
CLOSED04,126-4,126-100%$327.7K$0-$327.7K2026-10-20
Marks Group Wealth Management, Inc
CLOSED02,860-2,860-100%$227.1K$0-$227.1K2026-11-05
Soundwatch Capital LLC
CLOSED02,667-2,667-100%$211.8K$0-$211.8K2026-11-04
Accurate Wealth Management, LLC
CLOSED02,654-2,654-100%$215.7K$0-$215.7K2026-10-20
Hofer & Associates. Inc
CLOSED02,541-2,541-100%$201.8K$0-$201.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0691-691-100%$54.9K$0-$54.9K2026-10-14
Blue Trust, Inc.
CLOSED0532-532-100%$42.3K$0-$42.3K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED0449-449-100%$35.7K$0-$35.7K2026-11-04
Groesbeck Investment Management Corp
CLOSED0396-396-100%$31$0-$312026-10-26
Tsfg, LLC
CLOSED0340-340-100%$27.0K$0-$27.0K2026-10-23
Go Invest LLC
CLOSED0262-262-100%$20.8K$0-$20.8K2026-10-09
Salem Investment Counselors Inc
CLOSED0252-252-100%$20.0K$0-$20.0K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0232-232-100%$18.4K$0-$18.4K2026-10-26
Tower Trust & Investment Co
CLOSED0139-139-100%$11.0K$0-$11.0K2026-10-28
MCF Advisors LLC
CLOSED0100-100-100%$7.9K$0-$7.9K2026-10-28
Hazlett, Burt & Watson, Inc.
CLOSED070-70-100%$4.0K$0-$4.0K2026-11-04
Chilton Capital Management LLC
CLOSED059-59-100%$4.7K$0-$4.7K2026-10-28
Clean Yield Group
CLOSED047-47-100%$3.7K$0-$3.7K2026-10-28
LifeSteps Financial, Inc.
CLOSED042-42-100%$3.3K$0-$3.3K2026-10-15
AdvisorNet Financial, Inc
CLOSED021-21-100%$1.7K$0-$1.7K2026-10-15
Covestor Ltd
CLOSED020-20-100%$2$0-$22026-10-30
Institute for Wealth Management, Llc.
CLOSED06-6-100%$464$0-$4642026-11-06
Creative Capital Management Investments LLC
CLOSED04-4-100%$318$0-$3182026-10-28
TD Private Client Wealth LLC
CLOSED000—$7$0-$72026-10-28
Wells Fargo & Company
N/A—10,614,311-10,614,311-100%$843.0M———
Morgan Stanley
N/A—8,429,598-8,429,598-100%$669.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—7,865,470-7,865,470-100%$624.9M———
MAI Capital Management
N/A—7,497,358-7,497,358-100%$595.4M———
Bank of America Corp
N/A—7,179,195-7,179,195-100%$570.2M———
Empower Advisory Group, LLC
N/A—6,581,765-6,581,765-100%$522.7M———
State Street Corp
N/A—3,992,972-3,992,972-100%$317.1M———
Resona Asset Management Co.,Ltd.
N/A—3,708,700-3,708,700-100%$294.7M———
Arizona Psprs Trust
N/A—3,356,524-3,356,524-100%$266.6M———
UBS Group AG
N/A—3,215,193-3,215,193-100%$255.4M———
Ameriprise Financial Inc
N/A—2,752,229-2,752,229-100%$219.9M———
Cerity Partners LLC
N/A—2,003,763-2,003,763-100%$159.1M———
Public Employees Retirement System of Ohio
N/A—1,985,600-1,985,600-100%$157.7M———
Stifel Financial Corp
N/A—1,866,900-1,866,900-100%$148.3M———
HighTower Advisors, LLC
N/A—1,770,810-1,770,810-100%$140.6M———
Prudential Financial Inc
N/A—1,751,574-1,751,574-100%$139.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,629,472-1,629,472-100%$129.4M———
Osaic Holdings, Inc.
N/A—1,601,335-1,601,335-100%$127.2M———
Evergreen Quality Fund GP, Ltd.
N/A—1,487,700-1,487,700-100%$118.2M———
Charles Schwab Investment Management Inc
N/A—1,288,752-1,288,752-100%$102.4M———
Royal Bank of Canada
N/A—1,211,099-1,211,099-100%$96.2M———
Envestnet Asset Management Inc
N/A—1,153,183-1,153,183-100%$91.6M———
Benjamin Edwards Inc
N/A—1,126,266-1,126,266-100%$89.4M———
JPMorgan Chase & Co
N/A—1,120,644-1,120,644-100%$89.0M———
Raymond James Financial Inc
N/A—1,057,616-1,057,616-100%$84.0M———
Cohen & Steers, Inc.
N/A—985,318-985,318-100%$78.3M———
Tidal Investments LLC
N/A—978,859-978,859-100%$77.7M———
Equitable Holdings, Inc.
N/A—957,120-957,120-100%$76.0M———
Rockefeller Capital Management L.P.
N/A—902,899-902,899-100%$71.7M———
Great Valley Advisor Group, Inc.
N/A—866,299-866,299-100%$68.8M———
Nissay Asset Management Corp N
N/A—826,482-826,482-100%$65.6M———
Bluespring Wealth Management, LLC
N/A—812,554-812,554-100%$64.5M———
Van Eck Associates Corp
N/A—671,036-671,036-100%$53.3M———
Nepc LLC
N/A—664,100-664,100-100%$52.7M———
Goldman Sachs Group Inc
N/A—663,735-663,735-100%$52.7M———
Cresset Asset Management, LLC
N/A—653,400-653,400-100%$51.9M———
Fullerton Fund Management Co Ltd.
N/A—639,081-639,081-100%$50.8M———
Citadel Advisors LLC
N/A—614,789-614,789-100%$48.8M———
Strategic Financial Services, Inc.
N/A—561,408-561,408-100%$44.6M———
Northwestern Mutual Wealth Management Co
N/A—533,694-533,694-100%$42.4M———
Greenline Partners, LLC
N/A—523,445-523,445-100%$41.6M———
Cetera Investment Advisers
N/A—517,560-517,560-100%$41.1M———
American Investment Services, Inc.
N/A—491,625-491,625-100%$39.0M———
Wealthfront Advisers LLC
N/A—458,933-458,933-100%$36.4M———
Evercore Wealth Management, LLC
N/A—438,275-438,275-100%$34.8M———
Mission Creek Capital Partners, Inc.
N/A—382,931-382,931-100%$30.4M———
TLT Family Holdco ULC
N/A—377,800-377,800-100%$30.0M———
Oversea-Chinese Banking Corp Ltd
N/A—373,169-373,169-100%$29.6M———
Mariner, LLC
N/A—355,809-355,809-100%$28.3M———
Jane Street Group, LLC
N/A—315,903-315,903-100%$25.1M———
Baird Financial Group, Inc.
N/A—289,546-289,546-100%$23.0M———
&partners
N/A—280,855-280,855-100%$22.3M———
AE Wealth Management LLC
N/A—277,490-277,490-100%$22.0M———
Evernest Financial Advisors, LLC
N/A—274,270-274,270-100%$21.8M———
Renaissance Technologies LLC
N/A—264,100-264,100-100%$21.0M———
Virtu Financial LLC
N/A—247,787-247,787-100%$19.7M———
Composition Wealth, LLC
N/A—246,517-246,517-100%$19.6M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—240,000-240,000-100%$19.1M———
Timber Creek Capital Management LLC
N/A—234,486-234,486-100%$18.6M———
MML Investors Services, LLC
N/A—226,426-226,426-100%$18.0M———
Quent Capital, LLC
N/A—200,666-200,666-100%$15.9M———
a16z Perennial Management, L.P.
N/A—198,110-198,110-100%$15.7M———
Penserra Capital Management LLC
N/A—195,096-195,096-100%$15.5M———
IHT Wealth Management, LLC
N/A—172,472-172,472-100%$13.7M———
January Capital Advisors LLC
N/A—159,214-159,214-100%$12.6M———
Apriem Advisors
N/A—159,205-159,205-100%$12.6M———
Magnolia Private Wealth, LLC
N/A—147,199-147,199-100%$3.0M———
AQR Capital Management LLC
N/A—139,218-139,218-100%$11.1M———
Plum Street Advisors, LLC
N/A—138,085-138,085-100%$11.0M———
Pitcairn Wealth Advisors LLC
N/A—135,573-135,573-100%$10.8M———
Retirement Income Solutions, Inc
N/A—129,822-129,822-100%$12.0M———
Arax Advisory Partners
N/A—123,608-123,608-100%$9.8M———
Stratos Wealth Advisors, LLC
N/A—122,220-122,220-100%$9.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—117,731-117,731-100%$9.4M———
Napier Financial, LLC
N/A—114,725-114,725-100%$9.1M———
SEI Investments Co
N/A—113,486-113,486-100%$9.0M———
Mcmorgan & Co LLC
N/A—105,909-105,909-100%$8.4M———
Jones Financial Companies Lllp
N/A—105,157-105,157-100%$8.5M———
Tidemark, LLC
N/A—104,713-104,713-100%$8.3M———
Main Street Financial Solutions, LLC
N/A—104,211-104,211-100%$8.3M———
Franklin Resources Inc
N/A—103,094-103,094-100%$8.2M———
Managed Asset Portfolios, LLC
N/A—101,567-101,567-100%$8.1M———
Zhang Financial LLC
N/A—100,369-100,369-100%$8.0M———
Pinnacle Financial Partners, Inc.
N/A—100,221-100,221-100%$8.0M———
Stansberry Asset Management, LLC
N/A—98,737-98,737-100%$7.8M———
Fiducient Advisors LLC
N/A—96,619-96,619-100%$7.7M———
AMJ Financial Wealth Management
N/A—95,394-95,394-100%$8.8M———
Janney Montgomery Scott LLC
N/A—95,178-95,178-100%$7.6M———
Advisory Services Network, LLC
N/A—89,723-89,723-100%$7.1M———
Copley Financial Group, Inc.
N/A—88,903-88,903-100%$7.1M———
Foundations Investment Advisors, LLC
N/A—88,030-88,030-100%$7.0M———
Integrity Wealth Solutions LLC
N/A—87,645-87,645-100%$7.0M———
Aptus Capital Advisors, LLC
N/A—85,953-85,953-100%$6.8M———
CreativeOne Wealth, LLC
N/A—85,682-85,682-100%$6.8M———
Avos Capital Management, LLC
N/A—81,444-81,444-100%$6.5M———
Vestmark Advisory Solutions, Inc.
N/A—74,190-74,190-100%$5.9M———
Wealthspire Advisors, LLC
N/A—73,273-73,273-100%$5.8M———
Tudor Investment Corp ET AL
N/A—71,374-71,374-100%$5.7M———
Chatterton & Associates Inc.
N/A—70,991-70,991-100%$5.8M———
Essex Financial Services, Inc.
N/A—65,431-65,431-100%$5.2M———
Global Retirement Partners, LLC
N/A—65,278-65,278-100%$5.2M———
Sankala Group LLC
N/A—58,346-58,346-100%$5.0M———
Bank of Montreal
N/A—58,071-58,071-100%$4.6M———
Empowered Funds, LLC
N/A—57,160-57,160-100%$4.5M———
OakTrust Wealth Advisors, LLC
N/A—56,356-56,356-100%$4.5M———
Heritage Wealth Advisors
N/A—56,161-56,161-100%$4.5M———
Palladiem, LLC
N/A—55,829-55,829-100%$4.4M———
Marex Group Ltd
N/A—55,138-55,138-100%$4.4M———
CI Investments Inc.
N/A—55,034-55,034-100%$4.4M———
Brown Brothers Harriman & Co
N/A—53,900-53,900-100%$4.3M———
Modern Wealth Management, LLC
N/A—53,067-53,067-100%$4.2M———
Nomura Asset Management Co LTD
N/A—51,900-51,900-100%$4.1M———
DV Trading LLC
N/A—51,431-51,431-100%$4.1M———
Clark Capital Management Group, Inc.
N/A—50,263-50,263-100%$4.0M———
Scotia Capital Inc.
N/A—49,593-49,593-100%$3.9M———
Beckerman Institutional, LLC
N/A—48,362-48,362-100%$3.8M———
Mercer Global Advisors Inc
N/A—46,611-46,611-100%$3.7M———
Bridgewater Advisors Inc.
N/A—46,238-46,238-100%$3.7M———
Gateway Wealth Partners, LLC
N/A—46,166-46,166-100%$3.7M———
Fortis Advisors, LLC
N/A—45,800-45,800-100%$3.6M———
American Trust
N/A—45,334-45,334-100%$3.7M———
Gotham Asset Management, LLC
N/A—45,236-45,236-100%$3.6M———
Hobbs Group Advisors, LLC
N/A—43,356-43,356-100%$3.4M———
Mutual Advisors, LLC
N/A—42,903-42,903-100%$3.4M———
One Wealth Advisors, LLC
N/A—41,686-41,686-100%$3.3M———
Western Wealth Management, LLC
N/A—35,934-35,934-100%$2.9M———
Susquehanna International Group, LLP
N/A—33,838-33,838-100%$2.7M———
Nomura Asset Management International Inc.
N/A—33,214-33,214-100%$2.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—32,478-32,478-100%$2.6M———
Boothbay Fund Management, LLC
N/A—31,600-31,600-100%$2.5M———
Peak Retirement Planning, Inc.
N/A—31,598-31,598-100%$2.5M———
Guggenheim Capital LLC
N/A—31,417-31,417-100%$2.5M———
Headlands Technologies LLC
N/A—31,269-31,269-100%$2.5M———
Paul R. Ried Financial Group, LLC
N/A—30,899-30,899-100%$2.5M———
Nwam LLC
N/A—30,743-30,743-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—30,199-30,199-100%$2.4M———
WFA of San Diego, LLC
N/A—30,106-30,106-100%$2.6M———
Fidelis Capital Partners, LLC
N/A—30,003-30,003-100%$2.4M———
Fiduciary Trust Co
N/A—29,799-29,799-100%$2.4M———
Captrust Financial Advisors
N/A—29,695-29,695-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—29,499-29,499-100%$2.3M———
Fiduciary Financial Advisors
N/A—29,355-29,355-100%$2.3M———
Fourth Dimension Wealth, LLC
N/A—29,058-29,058-100%$2.3M———
Vertex Planning Partners, LLC
N/A—29,047-29,047-100%$2.3M———
Choate Investment Advisors
N/A—27,598-27,598-100%$2.2M———
Bravias Capital Group, LLC
N/A—27,359-27,359-100%$2.2M———
SHP Wealth Management
N/A—26,942-26,942-100%$2.1M———
Harbour Investments, Inc.
N/A—26,827-26,827-100%$2.1M———
Genesis Wealth Advisors, LLC
N/A—26,718-26,718-100%$2.1M———
Brown Financial Advisors
N/A—26,599-26,599-100%$2.1M———
WCG Wealth Advisors LLC
N/A—26,259-26,259-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—25,798-25,798-100%$2.0M———
Whittier Trust Co of Nevada Inc
N/A—25,500-25,500-100%$2.1M———
Waverly Advisors, LLC
N/A—25,362-25,362-100%$2.0M———
Kickstand Ventures, Llc.
N/A—24,956-24,956-100%$2.0M———
Focus Partners Advisor Solutions, LLC
N/A—24,835-24,835-100%$2.0M———
Mayflower Financial Advisors, LLC
N/A—24,653-24,653-100%$2.0M———
One Charles Private Wealth Services, LLC
N/A—24,604-24,604-100%$2.0M———
Sargent Investment Group, LLC
N/A—24,507-24,507-100%$1.9M———
Arkadios Wealth Advisors
N/A—24,420-24,420-100%$1.9M———
Semper Augustus Investments Group LLC
N/A—24,063-24,063-100%$1.9M———
Savvy Advisors, Inc.
N/A—23,046-23,046-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—23,020-23,020-100%$1.8M———
Oxbow Advisors, LLC
N/A—22,975-22,975-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—22,915-22,915-100%$1.8M———
BlackDiamond Wealth Management, LLC
N/A—22,588-22,588-100%$2.0M———
IFG Advisory, LLC
N/A—22,381-22,381-100%$1.8M———
Mattson Financial Services, LLC
N/A—22,110-22,110-100%$1.7M———
Hollencrest Capital Management
N/A—21,902-21,902-100%$1.7M———
CacheTech Inc.
N/A—21,843-21,843-100%$1.7M———
Pennington Partners & Co., LLC
N/A—21,582-21,582-100%$1.7M———
Brown Advisory Inc
N/A—21,417-21,417-100%$1.7M———
Pgim Custom Harvest LLC
N/A—21,404-21,404-100%$1.7M———
Mosaic Family Wealth Partners, LLC
N/A—20,700-20,700-100%$1.6M———
Betterment LLC
N/A—20,687-20,687-100%$1.6M———
Hutchinson Capital Management
N/A—20,343-20,343-100%$1.6M———
Quantinno Capital Management LP
N/A—20,322-20,322-100%$1.6M———
National Bank of Canada
N/A—20,259-20,259-100%$1.6M———
Medici Capital LLC
N/A—20,200-20,200-100%$1.6M———
Petix & Botte Co
N/A—20,092-20,092-100%$1.6M———
Medallion Wealth Advisors, LLC
N/A—19,572-19,572-100%$1.6M———
Summit Financial, LLC
N/A—19,497-19,497-100%$1.5M———
Gambit Capital Management, LLC
N/A—18,924-18,924-100%$1.5M———
CIBC World Market Inc.
N/A—18,331-18,331-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—18,118-18,118-100%$1.4M———
Capital Financial Group Inc\co\
N/A—17,623-17,623-100%$1.4M———
Capital Analysts, LLC
N/A—17,289-17,289-100%$1.4M———
Focus Partners Wealth
N/A—17,230-17,230-100%$1.4M———
Copia Wealth Management
N/A—17,155-17,155-100%$1.4M———
Tocqueville Asset Management L.P.
N/A—17,093-17,093-100%$1.4M———
EP Wealth Advisors, LLC
N/A—16,627-16,627-100%$1.3M———
Wellington-Altus USA Inc.
N/A—16,462-16,462-100%$1.5M———
Noble Wealth Partners LLC
N/A—16,207-16,207-100%$1.3M———
HighPoint Advisor Group LLC
N/A—15,699-15,699-100%$1.2M———
Piedmont Capital Management, LLC
N/A—15,681-15,681-100%$1.3M———
Caerus Investment Advisors, LLC
N/A—15,658-15,658-100%$1.2M———
Belpointe Asset Management LLC
N/A—15,548-15,548-100%$1.2M———
Nicolet Bankshares Inc
N/A—15,476-15,476-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—15,438-15,438-100%$1.2M———
Wealth Alliance, LLC
N/A—15,079-15,079-100%$1.2M———
FMR LLC
N/A—14,927-14,927-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—14,890-14,890-100%$1.2M———
TD Capital Management LLC
N/A—14,861-14,861-100%$1.2M———
Legacy Wealth Managment, LLC
N/A—14,009-14,009-100%$1.1M———
Waterloo Capital, L.P.
N/A—13,837-13,837-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—13,808-13,808-100%$1.1M———
OneAscent Financial Services LLC
N/A—13,471-13,471-100%$1.1M———
Two Sigma Securities, LLC
N/A—13,193-13,193-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—13,039-13,039-100%$1.0M———
Continuum Advisory, LLC
N/A—12,767-12,767-100%$1.0M———
Johnson Financial Group, Inc.
N/A—12,674-12,674-100%$1.0M———
Payne Capital Management, LLC
N/A—12,500-12,500-100%$992.8K———
Stonebridge Financial Group, LLC
N/A—12,206-12,206-100%$969.0K———
Florida Financial Advisors, LLC
N/A—11,880-11,880-100%$943.5K———
Nvest Financial, LLC
N/A—11,825-11,825-100%$939.2K———
Caitlin John, LLC
N/A—11,726-11,726-100%$931.3K———
Kovack Advisors, Inc.
N/A—11,568-11,568-100%$919.7K———
Astoria Portfolio Advisors Llc.
N/A—11,423-11,423-100%$907.2K———
Wallace Advisory Group, LLC
N/A—11,285-11,285-100%$896.3K———
RWA Wealth Partners, LLC
N/A—11,107-11,107-100%$882.1K———
Talon Private Wealth, LLC
N/A—10,935-10,935-100%$868.5K———
JT Stratford LLC
N/A—10,896-10,896-100%$865.4K———
Ancora Advisors LLCA
N/A—10,794-10,794-100%$857.3K———
Advisors Capital Management, LLC
N/A—10,719-10,719-100%$851.3K———
Nova Wealth Management, Inc.
N/A—10,704-10,704-100%$850.1K———
Advyzon Investment Management, LLC
N/A—10,644-10,644-100%$845.3K———
United Capital Financial Advisors, LLC
N/A—9,739-9,739-100%$775.7K———
Tradition Wealth Management, LLC
N/A—9,645-9,645-100%$766.0K———
Alpha Financial Partners LLC
N/A—9,550-9,550-100%$758.5K———
BlackRock, Inc.
N/A—9,248-9,248-100%$734.5K———
Oakmont Advisory Group, LLC
N/A—9,193-9,193-100%$730.1K———
M1 Capital Management LLC
N/A—8,750-8,750-100%$695.0K———
Proficio Capital Partners LLC
N/A—8,685-8,685-100%$689.8K———
HSBC Holdings PLC
N/A—8,547-8,547-100%$678.8K———
Theory Financial LLC
N/A—8,470-8,470-100%$672.7K———
Alesco Advisors, LLC, An ESL Co
N/A—8,470-8,470-100%$672.7K———
Denver Wealth Management, Inc.
N/A—8,421-8,421-100%$668.8K———
Snowden Capital Advisors LLC
N/A—8,271-8,271-100%$656.9K———
Crews Bank & Trust
N/A—8,215-8,215-100%$652.4K———
Stratos Investment Management, LLC
N/A—8,171-8,171-100%$648.9K———
Tower Bridge Advisors
N/A—8,055-8,055-100%$639.7K———
GeoWealth Management, LLC
N/A—7,833-7,833-100%$622.1K———
Redwood Investment Management, LLC
N/A—7,813-7,813-100%$621.0K———
ArborFi Advisors, LLC
N/A—7,660-7,660-100%$608.4K———
Atlas Legacy Advisors, LLC
N/A—7,640-7,640-100%$606.8K———
Smartleaf Asset Management LLC
N/A—7,523-7,523-100%$597.7K———
Prosperity Consulting Group, LLC
N/A—7,467-7,467-100%$593.0K———
Arcus Capital Partners, LLC
N/A—7,414-7,414-100%$588.8K———
Insigneo Advisory Services, LLC
N/A—7,319-7,319-100%$581.3K———
Curtis Wealth Management LLC
N/A—7,114-7,114-100%$565.0K———
Pathstone Holdings, LLC
N/A—6,815-6,815-100%$541.2K———
Eldridge Investment Advisors, Inc.
N/A—6,662-6,662-100%$529.1K———
World Investment Advisors
N/A—6,381-6,381-100%$591.5K———
OneDigital Investment Advisors LLC
N/A—6,371-6,371-100%$506.0K———
Estate Planners Group, LLC
N/A—6,291-6,291-100%$499.7K———
King Wealth Management Group
N/A—6,258-6,258-100%$497.0K———
Sound View Wealth Advisors Group, LLC
N/A—6,105-6,105-100%$484.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,030-6,030-100%$478.9K———
Millstone Evans Group, LLC
N/A—5,976-5,976-100%$474.6K———
Anchor Investment Management, LLC
N/A—5,899-5,899-100%$468.5K———
Bartlett & Co. Wealth Management LLC
N/A—5,768-5,768-100%$458.1K———
Freedom Investment Management, Inc.
N/A—5,539-5,539-100%$439.9K———
HM Payson & Co
N/A—5,511-5,511-100%$437.7K———
GWN Securities Inc.
N/A—5,366-5,366-100%$426.2K———
Manhattan West Asset Management, LLC
N/A—5,310-5,310-100%$421.7K———
Thoroughbred Financial Services, LLC
N/A—5,196-5,196-100%$412.0K———
LWM Advisory Services, LLC
N/A—5,166-5,166-100%$410.3K———
Greenwich Wealth Management LLC
N/A—5,164-5,164-100%$410.0K———
Financial Engines Advisors L.L.C.
N/A—5,110-5,110-100%$405.8K———
Hopwood Nicholas Hunter
N/A—5,030-5,030-100%$399.5K———
Fortis Capital Management LLC
N/A—5,004-5,004-100%$397.4K———
Flputnam Investment Management Co
N/A—4,988-4,988-100%$396.1K———
Range Advisory, LLC
N/A—4,966-4,966-100%$394.4K———
Centaurus Financial, Inc.
N/A—4,926-4,926-100%$391.0K———
Principal Securities, Inc.
N/A—4,848-4,848-100%$385.0K———
Regal Investment Advisors LLC
N/A—4,731-4,731-100%$375.7K———
Capstone Financial Advisors, Inc.
N/A—4,664-4,664-100%$370.4K———
WNY Asset Management, LLC
N/A—4,581-4,581-100%$363.8K———
AlTi Global, Inc.
N/A—4,518-4,518-100%$358.8K———
Bank of Marin
N/A—4,448-4,448-100%$353.3K———
TFO Wealth Partners, LLC
N/A—4,445-4,445-100%$353.0K———
Aegis Wealth Management LLC
N/A—4,335-4,335-100%$344.3K———
O'shaughnessy Asset Management, LLC
N/A—4,189-4,189-100%$332.7K———
Meeder Advisory Services, Inc.
N/A—4,043-4,043-100%$321.1K———
Ascension Capital Advisors, Inc.
N/A—4,032-4,032-100%$320.2K———
Northstar Advisory Group, LLC
N/A—3,991-3,991-100%$317.0K———
XTX Topco Ltd
N/A—3,912-3,912-100%$310.7K———
Clifford Group, LLC
N/A—3,885-3,885-100%$308.5K———
WealthTrak Capital Management LLC
N/A—3,806-3,806-100%$302.3K———
Coppell Advisory Solutions LLC
N/A—3,788-3,788-100%$477.8K———
Barnett & Company, Inc.
N/A—3,625-3,625-100%$287.9K———
Brookwood Investment Group LLC
N/A—3,448-3,448-100%$273.8K———
Inspire Advisors, LLC
N/A—3,423-3,423-100%$272.8K———
Envestnet Portfolio Solutions, Inc.
N/A—3,418-3,418-100%$271.5K———
Painted Porch Advisors LLC
N/A—3,415-3,415-100%$271.2K———
Stock Yards Bank & Trust Co
N/A—3,359-3,359-100%$266.8K———
Libra Wealth LLC
N/A—3,331-3,331-100%$264.5K———
Jaffetilchin Investment Partners, LLC
N/A—3,280-3,280-100%$260.5K———
Loomis Sayles & Co L P
N/A—3,214-3,214-100%$255.3K———
LaSalle St. Investment Advisors, LLC
N/A—3,171-3,171-100%$251.8K———
Flatrock Wealth Partners LLC
N/A—3,137-3,137-100%$249.1K———
N.E.W. Advisory Services LLC
N/A—3,094-3,094-100%$245.7K———
MidFirst Bank
N/A—3,082-3,082-100%$244.8K———
Strategic Wealth Partners, Ltd.
N/A—3,045-3,045-100%$241.8K———
Founders Financial Alliance, LLC
N/A—3,032-3,032-100%$240.8K———
Berkshire Asset Management LLC
N/A—3,021-3,021-100%$239.9K———
Bouchey Financial Group, Ltd.
N/A—2,980-2,980-100%$236.7K———
Rialto Wealth Management, LLC
N/A—2,960-2,960-100%$235.1K———
Keel Point, LLC
N/A—2,942-2,942-100%$233.7K———
Sequoia Financial Advisors, LLC
N/A—2,897-2,897-100%$230.1K———
Lansing Street Advisors
N/A—2,870-2,870-100%$227.9K———
Federation des caisses Desjardins du Quebec
N/A—2,859-2,859-100%$227.1K———
Townsquare Capital LLC
N/A—2,859-2,859-100%$227.1K———
Impact Partnership Wealth, LLC
N/A—2,804-2,804-100%$222.7K———
Transamerica Financial Advisors, LLC
N/A—2,784-2,784-100%$221.1K———
Mason Investment Advisory Services, Inc.
N/A—2,774-2,774-100%$220.3K———
Peapack Gladstone Financial Corp
N/A—2,712-2,712-100%$215.0K———
Stonebrook Private Inc.
N/A—2,694-2,694-100%$214.0K———
Maridea Wealth Management LLC
N/A—2,591-2,591-100%$205.8K———
Strathmore Capital Advisors, Inc.
N/A—2,477-2,477-100%$200.2K———
Geneos Wealth Management Inc.
N/A—1,508-1,508-100%$119.8K———
Crewe Advisors LLC
N/A—1,465-1,465-100%$116.4K———
Private Wealth Asset Management, LLC
N/A—1,400-1,400-100%$111.2K———
Gould Capital, LLC
N/A—1,285-1,285-100%$102.1K———
LGT Financial Advisors LLC
N/A—1,227-1,227-100%$97.4K———
FWL Investment Management, LLC
N/A—1,181-1,181-100%$93.8K———
Tower Research Capital LLC (TRC)
N/A—1,127-1,127-100%$89.5K———
Atlantic Union Bankshares Corp
N/A—1,099-1,099-100%$87.3K———
Teachers Insurance & Annuity Association of America
N/A—1,085-1,085-100%$86.2K———
Glassman Wealth Services
N/A—1,084-1,084-100%$86.1K———
Rothschild Investment LLC
N/A—1,075-1,075-100%$85.4K———
Allied Private Wealth LLC
N/A—739-739-100%$59.6K———
Beaird Harris Wealth Management, LLC
N/A—662-662-100%$52.6K———
Abound Financial, LLC
N/A—651-651-100%$51.7K———
HHM Wealth Advisors, LLC
N/A—630-630-100%$50.0K———
NewEdge Advisors, LLC
N/A—586-586-100%$46.5K———
Colonial Trust Co / SC
N/A—552-552-100%$43.8K———
Delos Wealth Advisors, LLC
N/A—546-546-100%$43.4K———
Bogart Wealth, LLC
N/A—414-414-100%$32.9K———
Keating Financial Advisory Services, Inc.
N/A—382-382-100%$30.3K———
Consultiva Wealth Management, Corp.
N/A—380-380-100%$30.2K———
Huntington National Bank
N/A—310-310-100%$24.6K———
Groupe la Francaise
N/A—300-300-100%$21.4K———
Mark Sheptoff Financial Planning, LLC
N/A—294-294-100%$23.4K———
Hantz Financial Services, Inc.
N/A—283-283-100%$22———
CVA Family Office, LLC
N/A—265-265-100%$21.0K———
Front Row Advisors LLC
N/A—194-194-100%$16.8K———
Luminist Capital LLC
N/A—188-188-100%$15.9K———
Vanguard Advisers Inc
N/A—152-152-100%$12.1K———
Colonial Trust Advisors
N/A—150-150-100%$11.9K———
SouthState Bank Corp
N/A—139-139-100%$11.0K———
JPL Wealth Management, LLC
N/A—126-126-100%$10.0K———
Prestige Wealth Management Group LLC
N/A—109-109-100%$8.7K———
BFC Planning, Inc.
N/A—106-106-100%$8.4K———
Whittier Trust Co
N/A—101-101-100%$8.3K———
Sittner & Nelson, LLC
N/A—73-73-100%$5.8K———
Purpose Unlimited Inc.
N/A—58-58-100%$4.7K———
Hillsdale Investment Management Inc.
N/A—57-57-100%$4.5K———
Ogorek Anthony Joseph
N/A—49-49-100%$3———
Godfrey Financial Associates, Inc.
N/A—42-42-100%$3.3K———
Strategic Investment Solutions, Inc.
N/A—41-41-100%$3.3K———
Motco
N/A—36-36-100%$2.9K———
Minot DeBlois Advisors LLC
N/A—35-35-100%$2.8K———
Webster Bank, N. A.
N/A—32-32-100%$2.5K———
Darwin Wealth Management, LLC
N/A—27-27-100%$2.1K———
Ravenstone Capital Management Inc.
N/A—9-9-100%$715———
Graney & King, LLC
N/A—9-9-100%$715———
Toews Corp
N/A—3-3-100%$238———
Cordant, Inc.
N/A—1-1-100%$71———
Showing 1006 of 1006 institutions